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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 | $65,094 | $103,393-37.0% | $87,103-25.3% | $152,909-57.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 29.41% | 28.10%+1.3pp | 28.19%+1.2pp | 345.46%-316.1pp |
| Employer contribution / active EE | $2,262 | $3,221-29.8% | $2,521-10.3% | $4,764-52.5% |
| Participant deferral / active EE | $5,092 | $4,778+6.6% | $4,049+25.8% | $5,851-13.0% |
| Admin fee / account holder | $18,935 | $12,195+55.3% | $7,491+152.8% | $11,601+63.2% |