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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 | $53,644 | $182,442-70.6% | $163,379-67.2% | $138,895-61.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.31% | 72.74%-56.4pp | 63.41%-47.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,160 | $4,159-48.1% | $3,752-42.4% | $4,194-48.5% |
| Participant deferral / active EE | $2,940 | $6,817-56.9% | $6,282-53.2% | $6,396-54.0% |
| Admin fee / account holder | $630 | $10,396-93.9% | $9,818-93.6% | $12,562-95.0% |