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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 | $79,957 | $124,425-35.7% | $112,040-28.6% | $137,256-41.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.83% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $4,627 | $3,411+35.6% | $2,954+56.6% | $4,156+11.3% |
| Participant deferral / active EE | $4,238 | $5,718-25.9% | $5,098-16.9% | $6,407-33.8% |
| Admin fee / account holder | $1,079 | $15,207-92.9% | $12,098-91.1% | $12,270-91.2% |