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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 | $65,992 | $104,694-37.0% | $85,709-23.0% | $167,536-60.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.07% | 21.45%-11.4pp | 21.49%-11.4pp | 478.82%-468.7pp |
| Employer contribution / active EE | $2,859 | $3,337-14.3% | $2,619+9.2% | $4,839-40.9% |
| Participant deferral / active EE | $6,561 | $4,826+36.0% | $3,924+67.2% | $6,342+3.4% |
| Admin fee / account holder | $1,257 | $10,035-87.5% | $6,876-81.7% | $12,315-89.8% |