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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 | $94,146 | $127,298-26.0% | $109,916-14.3% | $167,553-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.04% | 22.97%-12.9pp | 29.46%-19.4pp | 478.89%-468.9pp |
| Employer contribution / active EE | $2,999 | $3,325-9.8% | $2,844+5.4% | $4,840-38.0% |
| Participant deferral / active EE | $3,813 | $4,513-15.5% | $4,047-5.8% | $6,343-39.9% |
| Admin fee / account holder | $22,503 | $7,119+216.1% | $6,069+270.8% | $12,316+82.7% |