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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 | $88,301 | $124,330-29.0% | $109,173-19.1% | $167,536-47.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.58% | 26.04%-15.5pp | 25.75%-15.2pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,988 | $4,209-52.8% | $3,723-46.6% | $4,839-58.9% |
| Participant deferral / active EE | $3,891 | $5,256-26.0% | $4,654-16.4% | $6,342-38.6% |
| Admin fee / account holder | $1,053 | $7,974-86.8% | $6,755-84.4% | $12,315-91.5% |