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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 | $60,044 | $124,425-51.7% | $112,040-46.4% | $137,256-56.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.49% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,022 | $3,411-70.0% | $2,954-65.4% | $4,156-75.4% |
| Participant deferral / active EE | $3,479 | $5,718-39.2% | $5,098-31.8% | $6,407-45.7% |
| Admin fee / account holder | $2,085 | $15,207-86.3% | $12,098-82.8% | $12,270-83.0% |