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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 | $66,285 | $110,379-39.9% | $102,412-35.3% | $145,884-54.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.74% | 24.84%-15.1pp | 24.94%-15.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,943 | $4,216-30.2% | $3,870-23.9% | $4,662-36.9% |
| Participant deferral / active EE | $4,352 | $5,622-22.6% | $5,060-14.0% | $6,690-34.9% |
| Admin fee / account holder | $42,816 | $9,745+339.4% | $8,388+410.5% | $13,392+219.7% |