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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 | $67,284 | $117,829-42.9% | $102,423-34.3% | $145,877-53.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.53% | 31.83%-22.3pp | 29.42%-19.9pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,362 | $3,615-34.6% | $3,023-21.9% | $4,663-49.3% |
| Participant deferral / active EE | $3,582 | $5,732-37.5% | $5,054-29.1% | $6,691-46.5% |
| Admin fee / account holder | $1,481 | $13,335-88.9% | $9,455-84.3% | $13,402-88.9% |