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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 | $56,951 | $96,524-41.0% | $75,900-25.0% | $152,909-62.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 24.10% | 33.93%-9.8pp | 30.73%-6.6pp | 345.46%-321.4pp |
| Employer contribution / active EE | $3,208 | $3,311-3.1% | $2,501+28.3% | $4,764-32.7% |
| Participant deferral / active EE | $6,133 | $4,554+34.7% | $3,604+70.2% | $5,851+4.8% |
| Admin fee / account holder | $8,229 | $8,082+1.8% | $5,421+51.8% | $11,601-29.1% |