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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 | $60,687 | $228,352-73.4% | $185,835-67.3% | $158,966-61.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.83% | 40.81%-26.0pp | 35.96%-21.1pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,911 | $4,967-61.5% | $4,087-53.2% | $4,762-59.9% |
| Participant deferral / active EE | $2,884 | $6,416-55.1% | $5,633-48.8% | $5,983-51.8% |
| Admin fee / account holder | $517 | $11,867-95.6% | $9,502-94.6% | $11,250-95.4% |