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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 | $54,299 | $64,311-15.6% | $57,356-5.3% | $125,389-56.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 10.69% | 25.14%-14.5pp | 24.41%-13.7pp | 282.24%-271.6pp |
| Employer contribution / active EE | $2,273 | $3,193-28.8% | $2,689-15.5% | $4,866-53.3% |
| Participant deferral / active EE | $4,804 | $3,846+24.9% | $3,162+51.9% | $5,352-10.2% |
| Admin fee / account holder | $15,091 | $5,243+187.8% | $3,357+349.5% | $9,541+58.2% |