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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 | $95,814 | $211,224-54.6% | $178,505-46.3% | $145,897-34.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.11% | 30.28%-19.2pp | 27.16%-16.0pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,014 | $4,577-77.8% | $3,955-74.4% | $4,663-78.2% |
| Participant deferral / active EE | $6,739 | $6,966-3.3% | $6,280+7.3% | $6,689+0.7% |
| Admin fee / account holder | $1,337 | $12,109-89.0% | $10,428-87.2% | $13,390-90.0% |