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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 | $59,604 | $117,829-49.4% | $102,423-41.8% | $145,877-59.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.36% | 31.83%-18.5pp | 29.42%-16.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,007 | $3,615-44.5% | $3,023-33.6% | $4,663-57.0% |
| Participant deferral / active EE | $2,709 | $5,732-52.7% | $5,054-46.4% | $6,691-59.5% |
| Admin fee / account holder | $15,080 | $13,335+13.1% | $9,455+59.5% | $13,402+12.5% |