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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 | $79,226 | $123,155-35.7% | $108,753-27.2% | $155,188-48.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.96% | 44.73%-27.8pp | 37.47%-20.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,140 | $2,811-23.9% | $2,427-11.8% | $4,248-49.6% |
| Participant deferral / active EE | $1,473 | $4,623-68.1% | $4,115-64.2% | $6,531-77.4% |
| Admin fee / account holder | $1,564 | $12,126-87.1% | $10,320-84.8% | $14,480-89.2% |