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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 | $62,837 | $81,664-23.1% | $70,476-10.8% | $158,966-60.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.50% | 208.59%-195.1pp | 109.12%-95.6pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,685 | $3,219-16.6% | $2,738-1.9% | $4,762-43.6% |
| Participant deferral / active EE | $3,686 | $4,556-19.1% | $3,710-0.7% | $5,983-38.4% |
| Admin fee / account holder | $2,388 | $6,197-61.5% | $3,847-37.9% | $11,250-78.8% |