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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 | $63,011 | $127,779-50.7% | $106,551-40.9% | $167,518-62.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.39% | 33.87%-23.5pp | 26.80%-16.4pp | 478.71%-468.3pp |
| Employer contribution / active EE | $1,552 | $3,427-54.7% | $2,819-45.0% | $4,838-67.9% |
| Participant deferral / active EE | $5,472 | $5,088+7.6% | $4,398+24.4% | $6,342-13.7% |
| Admin fee / account holder | $1,372 | $11,228-87.8% | $7,408-81.5% | $12,312-88.9% |