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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 | $68,753 | $99,345-30.8% | $84,753-18.9% | $273,972-74.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.79% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,603 | $4,214-38.2% | $3,574-27.2% | $4,869-46.5% |
| Participant deferral / active EE | $2,899 | $4,270-32.1% | $3,712-21.9% | $5,287-45.2% |
| Admin fee / account holder | $26,574 | $6,645+299.9% | $5,333+398.3% | $10,133+162.3% |