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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 | $61,451 | $111,814-45.0% | $103,374-40.6% | $145,959-57.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.96% | 24.77%-9.8pp | 24.89%-9.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $4,063 | $4,214-3.6% | $3,869+5.0% | $4,661-12.8% |
| Participant deferral / active EE | $6,719 | $5,618+19.6% | $5,058+32.8% | $6,689+0.4% |
| Admin fee / account holder | $616 | $9,754-93.7% | $8,394-92.7% | $13,398-95.4% |