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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 | $66,891 | $115,917-42.3% | $100,535-33.5% | $158,982-57.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.96% | 34.80%-24.8pp | 30.90%-20.9pp | 302.99%-293.0pp |
| Employer contribution / active EE | $2,721 | $4,105-33.7% | $3,419-20.4% | $4,763-42.9% |
| Participant deferral / active EE | $5,174 | $6,677-22.5% | $6,271-17.5% | $5,983-13.5% |
| Admin fee / account holder | $872 | $11,002-92.1% | $8,085-89.2% | $11,252-92.3% |