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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 | $72,162 | $99,875-27.7% | $146,866-50.9% | $86,983-17.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.46% | 28.10%-11.6pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,000 | $3,224-69.0% | $4,425-77.4% | $2,584-61.3% |
| Participant deferral / active EE | $9,222 | $6,322+45.9% | $7,759+18.9% | $4,194+119.9% |
| Admin fee / account holder | $1,753 | $7,838-77.6% | $13,620-87.1% | $7,856-77.7% |