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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 | $79,200 | $139,948-43.4% | $121,663-34.9% | $154,746-48.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.93% | 230.52%-217.6pp | 147.54%-134.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,362 | $3,521-61.3% | $3,020-54.9% | $4,379-68.9% |
| Participant deferral / active EE | $4,222 | $5,629-25.0% | $4,887-13.6% | $6,730-37.3% |
| Admin fee / account holder | $19,220 | $17,321+11.0% | $14,289+34.5% | $14,365+33.8% |