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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 | $59,732 | $126,661-52.8% | $113,397-47.3% | $138,895-57.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.45% | 25.05%-7.6pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,512 | $3,456-56.2% | $2,977-49.2% | $4,194-63.9% |
| Participant deferral / active EE | $4,215 | $5,693-26.0% | $5,076-17.0% | $6,396-34.1% |
| Admin fee / account holder | $1,603 | $14,549-89.0% | $11,957-86.6% | $12,562-87.2% |