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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 | $81,695 | $167,415-51.2% | $140,514-41.9% | $198,609-58.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.56% | 13.85%-4.3pp | 14.36%-4.8pp | 202.70%-193.1pp |
| Employer contribution / active EE | $2,801 | $4,088-31.5% | $3,378-17.1% | $5,055-44.6% |
| Participant deferral / active EE | $9,956 | $5,579+78.5% | $4,919+102.4% | $6,977+42.7% |
| Admin fee / account holder | $70,823 | $16,730+323.3% | $13,697+417.1% | $19,030+272.2% |