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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 | $33,578 | $76,312-56.0% | $67,221-50.0% | $158,982-78.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.79% | 22.77%-14.0pp | 20.72%-11.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $9,639 | $4,476+115.3% | $3,723+158.9% | $4,763+102.4% |
| Participant deferral / active EE | $2,386 | $5,264-54.7% | $4,384-45.6% | $5,983-60.1% |
| Admin fee / account holder | $4,409 | $8,005-44.9% | $5,844-24.6% | $11,252-60.8% |