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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 | $70,615 | $176,786-60.1% | $146,643-51.8% | $167,536-57.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.99% | 24.04%-5.0pp | 22.75%-3.8pp | 478.82%-459.8pp |
| Employer contribution / active EE | $2,799 | $5,161-45.8% | $4,137-32.4% | $4,839-42.2% |
| Participant deferral / active EE | $3,734 | $6,440-42.0% | $5,506-32.2% | $6,342-41.1% |
| Admin fee / account holder | $3,093 | $13,262-76.7% | $10,280-69.9% | $12,315-74.9% |