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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 | $70,769 | $124,330-43.1% | $109,173-35.2% | $167,536-57.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.69% | 26.04%-11.4pp | 25.75%-11.1pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,821 | $4,209-33.0% | $3,723-24.2% | $4,839-41.7% |
| Participant deferral / active EE | $6,050 | $5,256+15.1% | $4,654+30.0% | $6,342-4.6% |
| Admin fee / account holder | $3,310 | $7,974-58.5% | $6,755-51.0% | $12,315-73.1% |