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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 | $68,788 | $53,837+27.8% | $75,714-9.1% | $85,847-19.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 15.41% | 24.54%-9.1pp | 104.62%-89.2pp | 318.61%-303.2pp |
| Employer contribution / active EE | $1,896 | $2,017-6.0% | $2,744-30.9% | $2,565-26.1% |
| Participant deferral / active EE | $3,108 | $2,895+7.3% | $3,820-18.7% | $3,952-21.4% |
| Admin fee / account holder | $468 | $3,339-86.0% | $3,619-87.1% | $6,261-92.5% |