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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 | $84,655 | $124,351-31.9% | $109,188-22.5% | $167,553-49.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.72% | 26.04%-10.3pp | 25.76%-10.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $2,116 | $4,210-49.7% | $3,723-43.2% | $4,840-56.3% |
| Participant deferral / active EE | $3,738 | $5,257-28.9% | $4,654-19.7% | $6,343-41.1% |
| Admin fee / account holder | $3,374 | $7,975-57.7% | $6,755-50.1% | $12,316-72.6% |