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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 | $66,589 | $172,111-61.3% | $150,298-55.7% | $137,256-51.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.51% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,059 | $4,636-55.6% | $4,154-50.4% | $4,156-50.5% |
| Participant deferral / active EE | $4,183 | $6,166-32.2% | $5,453-23.3% | $6,407-34.7% |
| Admin fee / account holder | $29,735 | $16,471+80.5% | $14,116+110.7% | $12,270+142.3% |