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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 | $60,403 | $100,279-39.8% | $81,353-25.8% | $145,884-58.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.90% | 34.49%-26.6pp | 24.82%-16.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,569 | $2,979-13.8% | $2,464+4.3% | $4,662-44.9% |
| Participant deferral / active EE | $3,378 | $4,611-26.7% | $3,885-13.0% | $6,690-49.5% |
| Admin fee / account holder | $1,312 | $8,206-84.0% | $5,766-77.2% | $13,392-90.2% |