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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 | $70,993 | $185,141-61.7% | $153,416-53.7% | $155,188-54.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 10.06% | 18.72%-8.7pp | 17.84%-7.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $1,774 | $4,489-60.5% | $3,764-52.9% | $4,248-58.2% |
| Participant deferral / active EE | $2,977 | $5,477-45.7% | $4,723-37.0% | $6,531-54.4% |
| Admin fee / account holder | $6,442 | $16,005-59.8% | $13,095-50.8% | $14,480-55.5% |