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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 | $71,907 | $110,303-34.8% | $95,759-24.9% | $139,487-48.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.48% | 27.19%-7.7pp | 28.42%-8.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $2,428 | $3,261-25.5% | $2,836-14.4% | $4,755-48.9% |
| Participant deferral / active EE | $7,032 | $4,674+50.4% | $4,244+65.7% | $6,713+4.8% |
| Admin fee / account holder | $1,269 | $6,615-80.8% | $5,678-77.6% | $11,407-88.9% |