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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 | $61,272 | $254,759-75.9% | $216,567-71.7% | $198,609-69.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.03% | 10.04%+8.0pp | 12.94%+5.1pp | 202.70%-184.7pp |
| Employer contribution / active EE | $3,183 | $6,096-47.8% | $5,216-39.0% | $5,055-37.0% |
| Participant deferral / active EE | $4,236 | $6,948-39.0% | $6,191-31.6% | $6,977-39.3% |
| Admin fee / account holder | $651 | $26,311-97.5% | $21,981-97.0% | $19,030-96.6% |