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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 | $76,993 | $124,425-38.1% | $112,040-31.3% | $137,256-43.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.96% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,897 | $3,411-15.1% | $2,954-1.9% | $4,156-30.3% |
| Participant deferral / active EE | $3,064 | $5,718-46.4% | $5,098-39.9% | $6,407-52.2% |
| Admin fee / account holder | $2,221 | $15,207-85.4% | $12,098-81.6% | $12,270-81.9% |