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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 | $58,355 | $124,351-53.1% | $109,188-46.6% | $167,553-65.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.02% | 26.04%-13.0pp | 25.76%-12.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $2,199 | $4,210-47.8% | $3,723-40.9% | $4,840-54.6% |
| Participant deferral / active EE | $4,024 | $5,257-23.5% | $4,654-13.5% | $6,343-36.6% |
| Admin fee / account holder | $3,559 | $7,975-55.4% | $6,755-47.3% | $12,316-71.1% |