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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 | $81,554 | $100,262-18.7% | $81,370+0.2% | $145,897-44.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.03% | 34.52%-18.5pp | 24.85%-8.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $453 | $2,979-84.8% | $2,464-81.6% | $4,663-90.3% |
| Participant deferral / active EE | $1,712 | $4,612-62.9% | $3,885-55.9% | $6,689-74.4% |
| Admin fee / account holder | $2,035 | $8,163-75.1% | $5,749-64.6% | $13,390-84.8% |