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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 | $100,147-36.2% | $81,286-21.4% | $145,877-56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 34.44%-18.0pp | 24.80%-8.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,214 | $2,977-25.6% | $2,463-10.1% | $4,663-52.5% |
| Participant deferral / active EE | $1,173 | $4,607-74.5% | $3,883-69.8% | $6,691-82.5% |
| Admin fee / account holder | $559 | $8,201-93.2% | $5,764-90.3% | $13,402-95.8% |