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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 | $73,433 | $124,425-41.0% | $112,040-34.5% | $137,256-46.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.65% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,820 | $3,411-46.7% | $2,954-38.4% | $4,156-56.2% |
| Participant deferral / active EE | $3,065 | $5,718-46.4% | $5,098-39.9% | $6,407-52.2% |
| Admin fee / account holder | $5,959 | $15,207-60.8% | $12,098-50.7% | $12,270-51.4% |