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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 | $60,049 | $93,346-35.7% | $71,796-16.4% | $273,972-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.63% | 130.39%-125.8pp | 78.04%-73.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,077 | $2,733+12.6% | $1,924+59.9% | $4,869-36.8% |
| Participant deferral / active EE | $2,045 | $3,475-41.2% | $2,794-26.8% | $5,287-61.3% |
| Admin fee / account holder | $452 | $6,571-93.1% | $4,815-90.6% | $10,133-95.5% |