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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 | $162,967-56.4% | $135,792-47.7% | $138,895-48.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 10.06% | 30.08%-20.0pp | 25.96%-15.9pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,774 | $4,211-57.9% | $3,496-49.3% | $4,194-57.7% |
| Participant deferral / active EE | $2,977 | $5,640-47.2% | $4,759-37.5% | $6,396-53.5% |
| Admin fee / account holder | $6,442 | $15,306-57.9% | $12,266-47.5% | $12,562-48.7% |