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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 | $60,122 | $99,875-39.8% | $146,866-59.1% | $86,983-30.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.87% | 28.10%-13.2pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $2,623 | $3,224-18.6% | $4,425-40.7% | $2,584+1.5% |
| Participant deferral / active EE | $9,609 | $6,322+52.0% | $7,759+23.8% | $4,194+129.1% |
| Admin fee / account holder | $6,324 | $7,838-19.3% | $13,620-53.6% | $7,856-19.5% |