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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,348 | $66,402-15.1% | $109,907-48.7% | $85,847-34.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 14.80% | 19.59%-4.8pp | 29.46%-14.7pp | 318.61%-303.8pp |
| Employer contribution / active EE | $1,496 | $1,687-11.3% | $2,844-47.4% | $2,565-41.7% |
| Participant deferral / active EE | $2,362 | $2,842-16.9% | $4,047-41.6% | $3,952-40.2% |
| Admin fee / account holder | $2,452 | $4,557-46.2% | $6,069-59.6% | $6,261-60.8% |