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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 | $58,573 | $71,215-17.8% | $93,696-37.5% | $80,935-27.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.12% | 11.27%+1.8pp | 133.74%-120.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,691 | $1,565+8.0% | $2,422-30.2% | $2,757-38.7% |
| Participant deferral / active EE | $2,989 | $4,037-26.0% | $4,417-32.3% | $4,299-30.5% |
| Admin fee / account holder | $7,547 | $6,958+8.5% | $8,287-8.9% | $6,924+9.0% |