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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 | $58,693 | $132,099-55.6% | $115,599-49.2% | $138,895-57.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 11.36% | 176.76%-165.4pp | 111.10%-99.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,067 | $3,416-68.8% | $2,955-63.9% | $4,194-74.6% |
| Participant deferral / active EE | $1,659 | $5,617-70.5% | $4,889-66.1% | $6,396-74.1% |
| Admin fee / account holder | $12,626 | $15,650-19.3% | $12,841-1.7% | $12,562+0.5% |