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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 | $36,815 | $106,280-65.4% | $96,538-61.9% | $139,487-73.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.54% | 38.48%-22.9pp | 35.74%-20.2pp | 373.84%-358.3pp |
| Employer contribution / active EE | $3,569 | $4,107-13.1% | $3,740-4.6% | $4,755-24.9% |
| Participant deferral / active EE | $4,604 | $5,457-15.6% | $4,880-5.7% | $6,713-31.4% |
| Admin fee / account holder | $3,691 | $7,888-53.2% | $6,737-45.2% | $11,407-67.6% |