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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 | $65,440 | $167,415-60.9% | $140,514-53.4% | $198,609-67.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 21.79% | 13.85%+7.9pp | 14.36%+7.4pp | 202.70%-180.9pp |
| Employer contribution / active EE | $2,153 | $4,088-47.3% | $3,378-36.3% | $5,055-57.4% |
| Participant deferral / active EE | $4,895 | $5,579-12.3% | $4,919-0.5% | $6,977-29.8% |
| Admin fee / account holder | $577 | $16,730-96.6% | $13,697-95.8% | $19,030-97.0% |