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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 | $79,487 | $115,917-31.4% | $100,535-20.9% | $158,982-50.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.74% | 34.80%-20.1pp | 30.90%-16.2pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,589 | $4,105-36.9% | $3,419-24.3% | $4,763-45.6% |
| Participant deferral / active EE | $5,264 | $6,677-21.2% | $6,271-16.1% | $5,983-12.0% |
| Admin fee / account holder | $2,020 | $11,002-81.6% | $8,085-75.0% | $11,252-82.0% |