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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 | $62,282 | $78,707-20.9% | $117,861-47.2% | $70,126-11.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.29% | 23.30%-10.0pp | 335.11%-321.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,796 | $2,223-19.2% | $3,786-52.6% | $2,343-23.3% |
| Participant deferral / active EE | $3,972 | $3,297+20.5% | $4,482-11.4% | $3,332+19.2% |
| Admin fee / account holder | $1,204 | $5,066-76.2% | $8,021-85.0% | $4,645-74.1% |