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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 | $117,895-42.9% | $102,460-34.3% | $145,897-53.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.53% | 31.92%-22.4pp | 29.47%-19.9pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,362 | $3,619-34.7% | $3,025-21.9% | $4,663-49.3% |
| Participant deferral / active EE | $3,582 | $5,736-37.6% | $5,056-29.2% | $6,689-46.5% |
| Admin fee / account holder | $1,481 | $13,353-88.9% | $9,460-84.3% | $13,390-88.9% |