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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 | $65,807 | $176,786-62.8% | $146,643-55.1% | $167,536-60.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.35% | 24.04%-13.7pp | 22.75%-12.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $4,000 | $5,161-22.5% | $4,137-3.3% | $4,839-17.3% |
| Participant deferral / active EE | $3,128 | $6,440-51.4% | $5,506-43.2% | $6,342-50.7% |
| Admin fee / account holder | $1,022 | $13,262-92.3% | $10,280-90.1% | $12,315-91.7% |