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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 | $65,229 | $105,960-38.4% | $81,726-20.2% | $158,982-59.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.18% | 38.19%-25.0pp | 29.49%-16.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,581 | $7,805-79.7% | $4,311-63.3% | $4,763-66.8% |
| Participant deferral / active EE | $3,686 | $13,011-71.7% | $7,108-48.1% | $5,983-38.4% |
| Admin fee / account holder | $1,423 | $8,494-83.2% | $5,160-72.4% | $11,252-87.4% |