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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 | $110,379-22.2% | $102,412-16.1% | $145,884-41.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.13% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,797 | $4,216-33.7% | $3,870-27.7% | $4,662-40.0% |
| Participant deferral / active EE | $2,159 | $5,622-61.6% | $5,060-57.3% | $6,690-67.7% |
| Admin fee / account holder | $25,778 | $9,745+164.5% | $8,388+207.3% | $13,392+92.5% |