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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 | $73,429 | $110,379-33.5% | $102,412-28.3% | $145,884-49.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 24.84%-9.6pp | 24.94%-9.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,823 | $4,216-33.0% | $3,870-27.0% | $4,662-39.4% |
| Participant deferral / active EE | $7,588 | $5,622+35.0% | $5,060+50.0% | $6,690+13.4% |
| Admin fee / account holder | $4,623 | $9,745-52.6% | $8,388-44.9% | $13,392-65.5% |