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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 | $75,559 | $110,337-31.5% | $102,383-26.2% | $145,877-48.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.67% | 24.83%-11.2pp | 24.94%-11.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,742 | $4,216-35.0% | $3,870-29.2% | $4,663-41.2% |
| Participant deferral / active EE | $7,268 | $5,621+29.3% | $5,060+43.6% | $6,691+8.6% |
| Admin fee / account holder | $1,257 | $9,750-87.1% | $8,391-85.0% | $13,402-90.6% |