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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 | $63,874 | $85,024-24.9% | $70,544-9.5% | $139,466-54.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 11.78% | 30.39%-18.6pp | 32.79%-21.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,358 | $3,912-65.3% | $2,976-54.4% | $4,754-71.4% |
| Participant deferral / active EE | $3,467 | $5,891-41.2% | $4,568-24.1% | $6,712-48.4% |
| Admin fee / account holder | $1,105 | $8,928-87.6% | $6,427-82.8% | $11,409-90.3% |