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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 | $68,821 | $118,467-41.9% | $98,450-30.1% | $139,456-50.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.42% | 18.95%-1.5pp | 21.16%-3.7pp | 373.45%-356.0pp |
| Employer contribution / active EE | $2,593 | $3,611-28.2% | $3,049-15.0% | $4,753-45.4% |
| Participant deferral / active EE | $7,636 | $5,393+41.6% | $4,739+61.1% | $6,711+13.8% |
| Admin fee / account holder | $364 | $14,057-97.4% | $8,961-95.9% | $11,407-96.8% |