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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 | $87,059-28.4% | $105,608-41.0% | $80,925-23.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 19.50% | 17.05%+2.5pp | 116.50%-97.0pp | 35.65%-16.1pp |
| Employer contribution / active EE | $2,061 | $2,396-14.0% | $3,167-34.9% | $2,756-25.2% |
| Participant deferral / active EE | $1,759 | $3,986-55.9% | $5,010-64.9% | $4,299-59.1% |
| Admin fee / account holder | $1,309 | $8,443-84.5% | $11,028-88.1% | $6,940-81.1% |