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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 | $62,329 | $87,037-28.4% | $106,201-41.3% | $80,874-22.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 19.50% | 17.05%+2.4pp | 116.26%-96.8pp | 35.62%-16.1pp |
| Employer contribution / active EE | $2,061 | $2,396-14.0% | $3,170-35.0% | $2,756-25.2% |
| Participant deferral / active EE | $1,759 | $3,986-55.9% | $5,012-64.9% | $4,297-59.1% |
| Admin fee / account holder | $1,309 | $8,434-84.5% | $11,039-88.1% | $6,935-81.1% |