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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 | $59,527 | $101,618-41.4% | $93,063-36.0% | $137,256-56.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.18% | 223.95%-209.8pp | 34.15%-20.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,212 | $2,707-18.3% | $2,476-10.7% | $4,156-46.8% |
| Participant deferral / active EE | $3,383 | $4,279-20.9% | $3,958-14.5% | $6,407-47.2% |
| Admin fee / account holder | $322 | $6,198-94.8% | $6,033-94.7% | $12,270-97.4% |