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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 | $75,223 | $110,410-31.9% | $102,437-26.6% | $145,897-48.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.67% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,989 | $4,217-52.8% | $3,871-48.6% | $4,663-57.3% |
| Participant deferral / active EE | $14,506 | $5,622+158.0% | $5,060+186.7% | $6,689+116.9% |
| Admin fee / account holder | $11,420 | $9,745+17.2% | $8,388+36.1% | $13,390-14.7% |