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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 | $60,211 | $49,177+22.4% | $79,466-24.2% | $64,173-6.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 8.86% | -1.16%+10.0pp | 718.28%-709.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $902 | $2,076-56.6% | $2,800-67.8% | $2,381-62.1% |
| Participant deferral / active EE | $4,292 | $2,821+52.1% | $3,704+15.9% | $3,470+23.7% |
| Admin fee / account holder | $4,910 | $3,839+27.9% | $5,104-3.8% | $4,887+0.5% |