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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 | $53,408 | $65,367-18.3% | $92,915-42.5% | $72,976-26.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.40% | 42.11%-24.7pp | 109.45%-92.0pp | 81.02%-63.6pp |
| Employer contribution / active EE | $1,816 | $2,594-30.0% | $3,653-50.3% | $2,440-25.6% |
| Participant deferral / active EE | $6,040 | $3,128+93.1% | $4,238+42.5% | $3,608+67.4% |
| Admin fee / account holder | $948 | $4,251-77.7% | $5,796-83.7% | $5,124-81.5% |