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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 | $61,539 | $87,546-29.7% | $75,784-18.8% | $125,389-50.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.04% | 13.49%-11.4pp | 9.68%-7.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $13,558 | $3,930+245.0% | $3,323+308.0% | $4,866+178.6% |
| Participant deferral / active EE | $5,931 | $4,230+40.2% | $3,652+62.4% | $5,352+10.8% |
| Admin fee / account holder | $972 | $6,503-85.0% | $5,300-81.7% | $9,541-89.8% |