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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 | $31,938 | $124,330-74.3% | $109,173-70.7% | $167,536-80.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.54% | 26.04%-11.5pp | 25.75%-11.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $1,645 | $4,209-60.9% | $3,723-55.8% | $4,839-66.0% |
| Participant deferral / active EE | $3,898 | $5,256-25.8% | $4,654-16.2% | $6,342-38.5% |
| Admin fee / account holder | $3,851 | $7,974-51.7% | $6,755-43.0% | $12,315-68.7% |