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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 | $60,657 | $81,664-25.7% | $70,476-13.9% | $158,966-61.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.63% | 208.59%-195.0pp | 109.12%-95.5pp | 302.95%-289.3pp |
| Employer contribution / active EE | $798 | $3,219-75.2% | $2,738-70.8% | $4,762-83.2% |
| Participant deferral / active EE | $1,978 | $4,556-56.6% | $3,710-46.7% | $5,983-66.9% |
| Admin fee / account holder | $643 | $6,197-89.6% | $3,847-83.3% | $11,250-94.3% |