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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 | $85,880 | $111,814-23.2% | $103,378-16.9% | $145,978-41.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.13% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,797 | $4,215-33.7% | $3,870-27.7% | $4,662-40.0% |
| Participant deferral / active EE | $2,159 | $5,618-61.6% | $5,058-57.3% | $6,690-67.7% |
| Admin fee / account holder | $25,778 | $9,764+164.0% | $8,401+206.8% | $13,400+92.4% |