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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 | $92,336 | $124,330-25.7% | $109,173-15.4% | $167,536-44.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.98% | 26.04%-13.1pp | 25.75%-12.8pp | 478.82%-465.8pp |
| Employer contribution / active EE | $1,775 | $4,209-57.8% | $3,723-52.3% | $4,839-63.3% |
| Participant deferral / active EE | $2,507 | $5,256-52.3% | $4,654-46.1% | $6,342-60.5% |
| Admin fee / account holder | $686 | $7,974-91.4% | $6,755-89.8% | $12,315-94.4% |