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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 | $64,541 | $106,247-39.3% | $96,515-33.1% | $139,466-53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.60% | 38.47%-22.9pp | 35.73%-20.1pp | 373.66%-358.1pp |
| Employer contribution / active EE | $2,194 | $4,106-46.6% | $3,740-41.3% | $4,754-53.8% |
| Participant deferral / active EE | $4,648 | $5,456-14.8% | $4,880-4.8% | $6,712-30.8% |
| Admin fee / account holder | $593 | $7,885-92.5% | $6,735-91.2% | $11,409-94.8% |