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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 | $55,889 | $77,472-27.9% | $100,392-44.3% | $80,935-30.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 19.03% | 37.26%-18.2pp | 49.45%-30.4pp | 35.66%-16.6pp |
| Employer contribution / active EE | $886 | $2,800-68.4% | $3,941-77.5% | $2,757-67.9% |
| Participant deferral / active EE | $9,969 | $6,818+46.2% | $8,090+23.2% | $4,299+131.9% |
| Admin fee / account holder | $6,101 | $5,885+3.7% | $7,904-22.8% | $6,924-11.9% |