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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 | $63,652 | $93,617-32.0% | $135,982-53.2% | $75,177-15.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.15% | 30.89%-13.7pp | 68.32%-51.2pp | 160.75%-143.6pp |
| Employer contribution / active EE | $2,814 | $3,538-20.5% | $4,859-42.1% | $2,671+5.4% |
| Participant deferral / active EE | $8,152 | $6,406+27.3% | $7,760+5.0% | $4,126+97.6% |
| Admin fee / account holder | $1,217 | $6,980-82.6% | $10,767-88.7% | $5,651-78.5% |