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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 | $67,971 | $78,670-13.6% | $109,173-37.7% | $85,847-20.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.41% | 25.09%-11.7pp | 25.75%-12.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $12,624 | $2,734+361.8% | $3,723+239.1% | $2,565+392.1% |
| Participant deferral / active EE | $2,762 | $3,467-20.4% | $4,654-40.7% | $3,952-30.1% |
| Admin fee / account holder | $1,964 | $5,469-64.1% | $6,755-70.9% | $6,261-68.6% |