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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 | $61,009 | $98,240-37.9% | $82,312-25.9% | $147,586-58.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.08% | 30.85%-11.8pp | 25.88%-6.8pp | 578.59%-559.5pp |
| Employer contribution / active EE | $837 | $3,192-73.8% | $2,428-65.6% | $4,876-82.8% |
| Participant deferral / active EE | $4,511 | $4,383+2.9% | $3,706+21.7% | $5,439-17.1% |
| Admin fee / account holder | $1,758 | $8,563-79.5% | $5,608-68.6% | $10,886-83.8% |