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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 | $72,555 | $117,829-38.4% | $102,423-29.2% | $145,877-50.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,194 | $3,615-67.0% | $3,023-60.5% | $4,663-74.4% |
| Participant deferral / active EE | $2,316 | $5,732-59.6% | $5,054-54.2% | $6,691-65.4% |
| Admin fee / account holder | $1,155 | $13,335-91.3% | $9,455-87.8% | $13,402-91.4% |