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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 | $86,322 | $118,488-27.1% | $98,462-12.3% | $139,487-38.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.00% | 18.96%-10.0pp | 21.17%-12.2pp | 373.84%-364.8pp |
| Employer contribution / active EE | $3,134 | $3,611-13.2% | $3,049+2.8% | $4,755-34.1% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,463 | $13,868-89.5% | $8,875-83.5% | $11,407-87.2% |