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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 | $98,880 | $149,754-34.0% | $118,934-16.9% | $158,931-37.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.49% | 19.95%-13.5pp | 35.88%-29.4pp | 302.86%-296.4pp |
| Employer contribution / active EE | $2,558 | $4,116-37.9% | $3,263-21.6% | $4,761-46.3% |
| Participant deferral / active EE | $2,027 | $5,224-61.2% | $4,265-52.5% | $5,982-66.1% |
| Admin fee / account holder | $34,789 | $8,603+304.4% | $6,580+428.7% | $11,247+209.3% |