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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 | $70,609 | $127,296-44.5% | $109,907-35.8% | $167,536-57.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.82% | 22.97%-14.2pp | 29.46%-20.6pp | 478.82%-470.0pp |
| Employer contribution / active EE | $2,138 | $3,325-35.7% | $2,844-24.8% | $4,839-55.8% |
| Participant deferral / active EE | $3,698 | $4,513-18.1% | $4,047-8.6% | $6,342-41.7% |
| Admin fee / account holder | $3,637 | $7,119-48.9% | $6,069-40.1% | $12,315-70.5% |