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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 | $67,907 | $199,109-65.9% | $173,730-60.9% | $154,746-56.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.63% | 20.02%-9.4pp | 19.96%-9.3pp | 172.34%-161.7pp |
| Employer contribution / active EE | $2,062 | $5,311-61.2% | $4,577-55.0% | $4,379-52.9% |
| Participant deferral / active EE | $3,977 | $7,113-44.1% | $6,326-37.1% | $6,730-40.9% |
| Admin fee / account holder | $13,208 | $20,916-36.9% | $17,523-24.6% | $14,365-8.1% |