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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 | $96,208 | $115,903-17.0% | $100,528-4.3% | $158,966-39.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.88% | 34.80%-17.9pp | 30.90%-14.0pp | 302.95%-286.1pp |
| Employer contribution / active EE | $1,529 | $4,105-62.7% | $3,419-55.3% | $4,762-67.9% |
| Participant deferral / active EE | $5,115 | $6,677-23.4% | $6,271-18.4% | $5,983-14.5% |
| Admin fee / account holder | $10,875 | $11,000-1.1% | $8,084+34.5% | $11,250-3.3% |