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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 | $59,279 | $53,837+10.1% | $75,714-21.7% | $85,847-30.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 26.30% | 24.54%+1.8pp | 104.62%-78.3pp | 318.61%-292.3pp |
| Employer contribution / active EE | $1,368 | $2,017-32.2% | $2,744-50.1% | $2,565-46.7% |
| Participant deferral / active EE | $1,666 | $2,895-42.5% | $3,820-56.4% | $3,952-57.9% |
| Admin fee / account holder | $1,783 | $3,339-46.6% | $3,619-50.7% | $6,261-71.5% |