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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 | $64,066 | $106,247-39.7% | $96,515-33.6% | $139,466-54.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.02% | 38.47%-23.4pp | 35.73%-20.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,432 | $4,106-40.8% | $3,740-35.0% | $4,754-48.8% |
| Participant deferral / active EE | $7,101 | $5,456+30.2% | $4,880+45.5% | $6,712+5.8% |
| Admin fee / account holder | $2,012 | $7,885-74.5% | $6,735-70.1% | $11,409-82.4% |