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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 | $62,010 | $69,977-11.4% | $108,582-42.9% | $62,881-1.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 11.60% | 10.73%+0.9pp | -51.70%+63.3pp | 20.14%-8.5pp |
| Employer contribution / active EE | $2,560 | $2,135+19.9% | $3,758-31.9% | $2,281+12.2% |
| Participant deferral / active EE | $5,068 | $3,165+60.1% | $4,311+17.6% | $3,203+58.2% |
| Admin fee / account holder | $693 | $5,076-86.4% | $7,645-90.9% | $4,296-83.9% |