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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 | $73,819 | $110,410-33.1% | $102,437-27.9% | $145,897-49.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.78% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,148 | $4,217-49.1% | $3,871-44.5% | $4,663-53.9% |
| Participant deferral / active EE | $6,004 | $5,622+6.8% | $5,060+18.7% | $6,689-10.2% |
| Admin fee / account holder | $1,711 | $9,745-82.4% | $8,388-79.6% | $13,390-87.2% |