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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 | $58,737 | $126,661-53.6% | $113,397-48.2% | $138,895-57.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.56% | 25.05%-9.5pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,823 | $3,456-47.3% | $2,977-38.8% | $4,194-56.5% |
| Participant deferral / active EE | $3,405 | $5,693-40.2% | $5,076-32.9% | $6,396-46.8% |
| Admin fee / account holder | $3,544 | $14,549-75.6% | $11,957-70.4% | $12,562-71.8% |