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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 | $61,179 | $49,239+24.2% | $70,462-13.2% | $79,858-23.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.29% | 30.08%-11.8pp | 109.08%-90.8pp | 31.72%-13.4pp |
| Employer contribution / active EE | $1,253 | $2,100-40.4% | $2,737-54.2% | $2,471-49.3% |
| Participant deferral / active EE | $1,260 | $2,769-54.5% | $3,710-66.0% | $3,740-66.3% |
| Admin fee / account holder | $998 | $2,876-65.3% | $3,845-74.0% | $5,306-81.2% |