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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 | $60,692 | $94,766-36.0% | $112,923-46.3% | $139,487-56.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.42% | 40.96%-24.5pp | 34.13%-17.7pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,095 | $4,636-33.3% | $4,570-32.3% | $4,755-34.9% |
| Participant deferral / active EE | $4,528 | $6,523-30.6% | $6,520-30.5% | $6,713-32.5% |
| Admin fee / account holder | $2,869 | $8,529-66.4% | $7,046-59.3% | $11,407-74.9% |