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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 | $61,542 | $117,846-47.8% | $102,434-39.9% | $145,884-57.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 31.90%-18.1pp | 29.46%-15.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,696 | $3,615-53.1% | $3,023-43.9% | $4,662-63.6% |
| Participant deferral / active EE | $2,190 | $5,733-61.8% | $5,055-56.7% | $6,690-67.3% |
| Admin fee / account holder | $28,673 | $13,356+114.7% | $9,462+203.0% | $13,392+114.1% |