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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 | $79,350 | $100,970-21.4% | $96,576-17.8% | $137,256-42.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.19% | 38.16%-22.0pp | 38.47%-22.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,741 | $3,809-54.3% | $3,553-51.0% | $4,156-58.1% |
| Participant deferral / active EE | $5,949 | $8,286-28.2% | $7,956-25.2% | $6,407-7.1% |
| Admin fee / account holder | $34,220 | $11,312+202.5% | $11,381+200.7% | $12,270+178.9% |