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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 | $57,260 | $111,814-48.8% | $103,374-44.6% | $145,959-60.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.71% | 24.77%-14.1pp | 24.89%-14.2pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,119 | $4,214-49.7% | $3,869-45.2% | $4,661-54.5% |
| Participant deferral / active EE | $4,906 | $5,618-12.7% | $5,058-3.0% | $6,689-26.7% |
| Admin fee / account holder | $4,603 | $9,754-52.8% | $8,394-45.2% | $13,398-65.6% |