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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 | $73,191 | $142,430-48.6% | $115,170-36.4% | $152,897-52.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 14.55% | 41.48%-26.9pp | 35.60%-21.1pp | 345.43%-330.9pp |
| Employer contribution / active EE | $1,737 | $4,011-56.7% | $3,179-45.4% | $4,764-63.5% |
| Participant deferral / active EE | $3,826 | $5,165-25.9% | $4,169-8.2% | $5,851-34.6% |
| Admin fee / account holder | $915 | $8,464-89.2% | $7,089-87.1% | $11,599-92.1% |