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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 | $98,199 | $152,394-35.6% | $124,067-20.9% | $155,188-36.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 5.73% | 34.93%-29.2pp | 31.06%-25.3pp | 148.84%-143.1pp |
| Employer contribution / active EE | $1,206 | $2,398-49.7% | $2,166-44.3% | $4,248-71.6% |
| Participant deferral / active EE | $4,881 | $3,823+27.7% | $3,463+40.9% | $6,531-25.3% |
| Admin fee / account holder | $22,348 | $6,949+221.6% | $7,351+204.0% | $14,480+54.3% |