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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 | $97,640 | $118,496-17.6% | $98,461-0.8% | $139,466-30.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.04% | 18.96%-4.9pp | 21.17%-7.1pp | 373.66%-359.6pp |
| Employer contribution / active EE | $1,390 | $3,611-61.5% | $3,049-54.4% | $4,754-70.8% |
| Participant deferral / active EE | $2,466 | $5,393-54.3% | $4,738-48.0% | $6,712-63.3% |
| Admin fee / account holder | $1,404 | $14,056-90.0% | $8,961-84.3% | $11,409-87.7% |