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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 | $77,961 | $228,352-65.9% | $185,827-58.0% | $158,950-51.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.28% | 40.81%-23.5pp | 35.96%-18.7pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,219 | $4,967-75.4% | $4,087-70.2% | $4,762-74.4% |
| Participant deferral / active EE | $5,457 | $6,416-14.9% | $5,633-3.1% | $5,983-8.8% |
| Admin fee / account holder | $1,511 | $11,867-87.3% | $9,502-84.1% | $11,248-86.6% |