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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 | $87,060-28.4% | $105,591-41.0% | $80,911-23.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 19.50% | 17.05%+2.5pp | 116.43%-96.9pp | 35.63%-16.1pp |
| Employer contribution / active EE | $2,061 | $2,396-14.0% | $3,166-34.9% | $2,756-25.2% |
| Participant deferral / active EE | $1,759 | $3,986-55.9% | $5,008-64.9% | $4,297-59.1% |
| Admin fee / account holder | $1,309 | $8,442-84.5% | $11,024-88.1% | $6,935-81.1% |