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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 | $102,938-42.2% | $94,105-36.7% | $138,895-57.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 14.18% | 250.28%-236.1pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,212 | $2,732-19.0% | $2,504-11.7% | $4,194-47.3% |
| Participant deferral / active EE | $3,383 | $4,196-19.4% | $3,881-12.8% | $6,396-47.1% |
| Admin fee / account holder | $322 | $6,600-95.1% | $6,199-94.8% | $12,562-97.4% |