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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 | $89,098 | $211,224-57.8% | $178,505-50.1% | $145,897-38.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.28% | 30.28%-21.0pp | 27.16%-17.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,860 | $4,577-37.5% | $3,955-27.7% | $4,663-38.7% |
| Participant deferral / active EE | $4,943 | $6,966-29.0% | $6,280-21.3% | $6,689-26.1% |
| Admin fee / account holder | $7,651 | $12,109-36.8% | $10,428-26.6% | $13,390-42.9% |