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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 | $70,489 | $118,496-40.5% | $98,461-28.4% | $139,466-49.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 18.96%-7.2pp | 21.17%-9.5pp | 373.66%-361.9pp |
| Employer contribution / active EE | $2,833 | $3,611-21.5% | $3,049-7.1% | $4,754-40.4% |
| Participant deferral / active EE | $4,293 | $5,393-20.4% | $4,738-9.4% | $6,712-36.0% |
| Admin fee / account holder | $3,470 | $14,056-75.3% | $8,961-61.3% | $11,409-69.6% |