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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 | $69,226 | $103,966-33.4% | $112,899-38.7% | $75,181-7.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 14.99% | 24.54%-9.5pp | 34.11%-19.1pp | 160.69%-145.7pp |
| Employer contribution / active EE | $2,153 | $3,870-44.4% | $4,566-52.9% | $2,671-19.4% |
| Participant deferral / active EE | $4,050 | $5,456-25.8% | $6,516-37.8% | $4,126-1.8% |
| Admin fee / account holder | $802 | $7,663-89.5% | $7,047-88.6% | $5,650-85.8% |