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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 | $73,373 | $112,729-34.9% | $98,716-25.7% | $137,256-46.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.83% | 38.48%-22.7pp | 31.81%-16.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $779 | $2,725-71.4% | $2,279-65.8% | $4,156-81.3% |
| Participant deferral / active EE | $14,100 | $4,640+203.9% | $4,048+248.4% | $6,407+120.1% |
| Admin fee / account holder | $1,414 | $10,129-86.0% | $8,703-83.8% | $12,270-88.5% |