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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 | $61,411 | $129,737-52.7% | $119,126-48.4% | $154,746-60.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.34% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,249 | $4,375-25.7% | $4,034-19.5% | $4,379-25.8% |
| Participant deferral / active EE | $6,799 | $5,842+16.4% | $5,318+27.9% | $6,730+1.0% |
| Admin fee / account holder | $2,157 | $11,961-82.0% | $10,693-79.8% | $14,365-85.0% |