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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 | $56,537 | $123,155-54.1% | $108,753-48.0% | $155,188-63.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.01% | 44.73%-27.7pp | 37.47%-20.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,562 | $2,811-8.9% | $2,427+5.6% | $4,248-39.7% |
| Participant deferral / active EE | $17,143 | $4,623+270.8% | $4,115+316.6% | $6,531+162.5% |
| Admin fee / account holder | $639 | $12,126-94.7% | $10,320-93.8% | $14,480-95.6% |