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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 | $65,374 | $116,203-43.7% | $93,621-30.2% | $152,909-57.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 10.15% | 35.96%-25.8pp | 32.76%-22.6pp | 345.46%-335.3pp |
| Employer contribution / active EE | $1,186 | $3,219-63.1% | $2,719-56.4% | $4,764-75.1% |
| Participant deferral / active EE | $2,541 | $4,605-44.8% | $4,070-37.6% | $5,851-56.6% |
| Admin fee / account holder | $975 | $10,751-90.9% | $7,890-87.6% | $11,601-91.6% |