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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 | $63,762 | $102,938-38.1% | $94,105-32.2% | $138,895-54.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 18.06% | 250.28%-232.2pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,443 | $2,732-47.2% | $2,504-42.4% | $4,194-65.6% |
| Participant deferral / active EE | $6,170 | $4,196+47.0% | $3,881+59.0% | $6,396-3.5% |
| Admin fee / account holder | $908 | $6,600-86.2% | $6,199-85.4% | $12,562-92.8% |