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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 | $66,427 | $115,903-42.7% | $100,528-33.9% | $158,966-58.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.90% | 34.80%-21.9pp | 30.90%-18.0pp | 302.95%-290.1pp |
| Employer contribution / active EE | $3,510 | $4,105-14.5% | $3,419+2.7% | $4,762-26.3% |
| Participant deferral / active EE | $5,562 | $6,677-16.7% | $6,271-11.3% | $5,983-7.0% |
| Admin fee / account holder | $5,518 | $11,000-49.8% | $8,084-31.7% | $11,250-51.0% |