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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 | $63,513 | $88,672-28.4% | $105,223-39.6% | $82,448-23.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.36% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,394 | $3,048-21.5% | $3,689-35.1% | $2,551-6.2% |
| Participant deferral / active EE | $5,467 | $4,036+35.5% | $5,072+7.8% | $4,139+32.1% |
| Admin fee / account holder | $7,022 | $7,146-1.7% | $8,859-20.7% | $7,234-2.9% |