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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 | $213,785-68.2% | $185,441-63.4% | $155,188-56.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.63% | 19.97%-9.3pp | 20.16%-9.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $2,062 | $5,393-61.8% | $4,672-55.9% | $4,248-51.5% |
| Participant deferral / active EE | $3,977 | $6,864-42.1% | $6,152-35.3% | $6,531-39.1% |
| Admin fee / account holder | $13,208 | $21,134-37.5% | $17,890-26.2% | $14,480-8.8% |