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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 | $124,425-47.4% | $112,040-41.6% | $137,256-52.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.79% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,153 | $3,411-36.9% | $2,954-27.1% | $4,156-48.2% |
| Participant deferral / active EE | $4,895 | $5,718-14.4% | $5,098-4.0% | $6,407-23.6% |
| Admin fee / account holder | $577 | $15,207-96.2% | $12,098-95.2% | $12,270-95.3% |