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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 | $89,785 | $115,225-22.1% | $100,712-10.9% | $138,895-35.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.63% | 40.35%-29.7pp | 33.27%-22.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $2,004 | $2,771-27.7% | $2,313-13.4% | $4,194-52.2% |
| Participant deferral / active EE | $6,611 | $4,699+40.7% | $4,085+61.8% | $6,396+3.4% |
| Admin fee / account holder | $40,553 | $10,844+274.0% | $9,256+338.1% | $12,562+222.8% |