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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 | $54,606 | $66,402-17.8% | $109,895-50.3% | $85,856-36.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 16.72% | 19.59%-2.9pp | 29.46%-12.7pp | 318.58%-301.9pp |
| Employer contribution / active EE | $1,969 | $1,687+16.7% | $2,843-30.8% | $2,565-23.3% |
| Participant deferral / active EE | $3,358 | $2,842+18.1% | $4,049-17.1% | $3,952-15.0% |
| Admin fee / account holder | $641 | $4,557-85.9% | $6,067-89.4% | $6,261-89.8% |