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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 | $66,589 | $174,379-61.8% | $152,093-56.2% | $138,895-52.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.51% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,059 | $4,652-55.7% | $4,175-50.7% | $4,194-50.9% |
| Participant deferral / active EE | $4,183 | $6,159-32.1% | $5,451-23.3% | $6,396-34.6% |
| Admin fee / account holder | $29,735 | $16,880+76.2% | $14,497+105.1% | $12,562+136.7% |