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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 | $61,251 | $104,251-41.2% | $91,004-32.7% | $147,586-58.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.68% | 27.06%-9.4pp | 4.60%+13.1pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,819 | $3,116-41.6% | $2,456-25.9% | $4,876-62.7% |
| Participant deferral / active EE | $2,805 | $4,195-33.1% | $3,548-20.9% | $5,439-48.4% |
| Admin fee / account holder | $6,122 | $8,948-31.6% | $5,417+13.0% | $10,886-43.8% |