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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 | $97,163 | $167,415-42.0% | $140,514-30.9% | $198,609-51.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.78% | 13.85%-4.1pp | 14.36%-4.6pp | 202.70%-192.9pp |
| Employer contribution / active EE | $2,481 | $4,088-39.3% | $3,378-26.6% | $5,055-50.9% |
| Participant deferral / active EE | $4,931 | $5,579-11.6% | $4,919+0.3% | $6,977-29.3% |
| Admin fee / account holder | $70,045 | $16,730+318.7% | $13,697+411.4% | $19,030+268.1% |