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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 | $83,789 | $87,733-4.5% | $106,555-21.4% | $85,847-2.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 17.42% | 21.86%-4.4pp | 26.80%-9.4pp | 318.61%-301.2pp |
| Employer contribution / active EE | $1,436 | $2,073-30.7% | $2,819-49.1% | $2,565-44.0% |
| Participant deferral / active EE | $4,442 | $3,469+28.0% | $4,399+1.0% | $3,952+12.4% |
| Admin fee / account holder | $23,271 | $6,767+243.9% | $7,408+214.1% | $6,261+271.7% |