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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 | $61,461 | $106,749-42.4% | $145,433-57.7% | $82,448-25.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.13% | 27.59%-8.5pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,799 | $3,444-47.8% | $4,554-60.5% | $2,551-29.5% |
| Participant deferral / active EE | $5,482 | $6,519-15.9% | $7,897-30.6% | $4,139+32.4% |
| Admin fee / account holder | $5,616 | $8,390-33.1% | $13,129-57.2% | $7,234-22.4% |