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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 | $63,902 | $100,262-36.3% | $81,370-21.5% | $145,897-56.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 34.52%-18.1pp | 24.85%-8.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,214 | $2,979-25.7% | $2,464-10.1% | $4,663-52.5% |
| Participant deferral / active EE | $1,173 | $4,612-74.6% | $3,885-69.8% | $6,689-82.5% |
| Admin fee / account holder | $559 | $8,163-93.2% | $5,749-90.3% | $13,390-95.8% |