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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 | $60,834 | $94,766-35.8% | $112,923-46.1% | $139,487-56.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 40.96%-25.5pp | 34.13%-18.6pp | 373.84%-358.4pp |
| Employer contribution / active EE | $7,787 | $4,636+67.9% | $4,570+70.4% | $4,755+63.8% |
| Participant deferral / active EE | $2,333 | $6,523-64.2% | $6,520-64.2% | $6,713-65.2% |
| Admin fee / account holder | $340 | $8,529-96.0% | $7,046-95.2% | $11,407-97.0% |