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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 | $65,751 | $117,426-44.0% | $99,470-33.9% | $152,885-57.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.62% | 31.87%-13.2pp | 30.72%-12.1pp | 345.39%-326.8pp |
| Employer contribution / active EE | $1,766 | $3,014-41.4% | $2,540-30.5% | $4,763-62.9% |
| Participant deferral / active EE | $6,468 | $4,086+58.3% | $3,619+78.7% | $5,851+10.5% |
| Admin fee / account holder | $1,079 | $7,634-85.9% | $6,252-82.7% | $11,598-90.7% |