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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 | $66,205 | $106,280-37.7% | $96,538-31.4% | $139,487-52.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.64% | 38.48%-12.8pp | 35.74%-10.1pp | 373.84%-348.2pp |
| Employer contribution / active EE | $1,831 | $4,107-55.4% | $3,740-51.0% | $4,755-61.5% |
| Participant deferral / active EE | $5,117 | $5,457-6.2% | $4,880+4.8% | $6,713-23.8% |
| Admin fee / account holder | $1,212 | $7,888-84.6% | $6,737-82.0% | $11,407-89.4% |