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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 | $76,428 | $110,303-30.7% | $95,759-20.2% | $139,487-45.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.92% | 27.19%-7.3pp | 28.42%-8.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,367 | $3,261-58.1% | $2,836-51.8% | $4,755-71.2% |
| Participant deferral / active EE | $5,906 | $4,674+26.4% | $4,244+39.2% | $6,713-12.0% |
| Admin fee / account holder | $1,208 | $6,615-81.7% | $5,678-78.7% | $11,407-89.4% |