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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 | $87,594 | $153,311-42.9% | $109,313-19.9% | $273,972-68.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.98% | 29.86%-22.9pp | 22.07%-15.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,435 | $5,619-74.5% | $3,892-63.1% | $4,869-70.5% |
| Participant deferral / active EE | $1,435 | $3,932-63.5% | $3,166-54.7% | $5,287-72.9% |
| Admin fee / account holder | $14,214 | $8,076+76.0% | $5,666+150.9% | $10,133+40.3% |