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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 | $81,029 | $112,729-28.1% | $98,716-17.9% | $137,256-41.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.63% | 38.48%-25.9pp | 31.81%-19.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,677 | $2,725-38.5% | $2,279-26.4% | $4,156-59.7% |
| Participant deferral / active EE | $22,583 | $4,640+386.7% | $4,048+457.9% | $6,407+252.5% |
| Admin fee / account holder | $41,856 | $10,129+313.3% | $8,703+381.0% | $12,270+241.1% |