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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 | $78,292 | $162,785-51.9% | $133,959-41.6% | $158,950-50.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.30% | 41.94%-26.6pp | 45.09%-29.8pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,076 | $4,975-78.4% | $3,919-72.5% | $4,762-77.4% |
| Participant deferral / active EE | $3,354 | $5,910-43.2% | $5,047-33.5% | $5,983-43.9% |
| Admin fee / account holder | $3,940 | $11,738-66.4% | $8,928-55.9% | $11,248-65.0% |