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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 | $99,189 | $158,852-37.6% | $121,220-18.2% | $135,380-26.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 15.65% | -0.64%+16.3pp | 16.94%-1.3pp | 519.81%-504.2pp |
| Employer contribution / active EE | $729 | $5,666-87.1% | $4,023-81.9% | $4,779-84.7% |
| Participant deferral / active EE | $2,918 | $4,006-27.2% | $3,345-12.8% | $5,609-48.0% |
| Admin fee / account holder | $1,869 | $6,515-71.3% | $5,021-62.8% | $10,828-82.7% |