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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 | $81,632 | $124,425-34.4% | $112,040-27.1% | $137,256-40.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.84% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,800 | $3,411-17.9% | $2,954-5.2% | $4,156-32.6% |
| Participant deferral / active EE | $4,550 | $5,718-20.4% | $5,098-10.7% | $6,407-29.0% |
| Admin fee / account holder | $779 | $15,207-94.9% | $12,098-93.6% | $12,270-93.7% |