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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 | $71,971 | $53,128+35.5% | $86,582-16.9% | $70,126+2.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.17% | 27.66%-13.5pp | 965.08%-950.9pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,026 | $2,068-50.4% | $2,839-63.9% | $2,343-56.2% |
| Participant deferral / active EE | $3,353 | $2,695+24.4% | $3,609-7.1% | $3,332+0.6% |
| Admin fee / account holder | $3,563 | $3,584-0.6% | $4,904-27.4% | $4,645-23.3% |