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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 | $64,078 | $139,948-54.2% | $121,663-47.3% | $154,746-58.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.12% | 230.52%-218.4pp | 147.54%-135.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,281 | $3,521-35.2% | $3,020-24.5% | $4,379-47.9% |
| Participant deferral / active EE | $7,520 | $5,629+33.6% | $4,887+53.9% | $6,730+11.7% |
| Admin fee / account holder | $2,981 | $17,321-82.8% | $14,289-79.1% | $14,365-79.2% |