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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 | $69,428 | $117,829-41.1% | $102,423-32.2% | $145,877-52.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.11% | 31.83%-21.7pp | 29.42%-19.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,191 | $3,615-39.4% | $3,023-27.5% | $4,663-53.0% |
| Participant deferral / active EE | $7,400 | $5,732+29.1% | $5,054+46.4% | $6,691+10.6% |
| Admin fee / account holder | $5,689 | $13,335-57.3% | $9,455-39.8% | $13,402-57.5% |