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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 | $95,907 | $167,415-42.7% | $140,514-31.7% | $198,609-51.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.66% | 13.85%-4.2pp | 14.36%-4.7pp | 202.70%-193.0pp |
| Employer contribution / active EE | $3,475 | $4,088-15.0% | $3,378+2.9% | $5,055-31.3% |
| Participant deferral / active EE | $5,469 | $5,579-2.0% | $4,919+11.2% | $6,977-21.6% |
| Admin fee / account holder | $28,744 | $16,730+71.8% | $13,697+109.9% | $19,030+51.0% |