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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 | $67,002 | $93,346-28.2% | $71,796-6.7% | $273,972-75.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.32% | 130.39%-124.1pp | 78.04%-71.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,636 | $2,733+33.0% | $1,924+88.9% | $4,869-25.3% |
| Participant deferral / active EE | $1,742 | $3,475-49.9% | $2,794-37.7% | $5,287-67.1% |
| Admin fee / account holder | $1,866 | $6,571-71.6% | $4,815-61.2% | $10,133-81.6% |