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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 | $75,791 | $117,444-35.5% | $99,479-23.8% | $152,909-50.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 12.03% | 31.87%-19.8pp | 30.72%-18.7pp | 345.46%-333.4pp |
| Employer contribution / active EE | $681 | $3,014-77.4% | $2,540-73.2% | $4,764-85.7% |
| Participant deferral / active EE | $2,535 | $4,086-38.0% | $3,619-30.0% | $5,851-56.7% |
| Admin fee / account holder | $3,081 | $7,635-59.7% | $6,253-50.7% | $11,601-73.4% |