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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 | $61,544 | $107,944-43.0% | $91,994-33.1% | $152,885-59.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 17.05% | 89.26%-72.2pp | 69.03%-52.0pp | 345.39%-328.3pp |
| Employer contribution / active EE | $1,817 | $4,210-56.8% | $3,452-47.4% | $4,763-61.9% |
| Participant deferral / active EE | $6,326 | $6,365-0.6% | $5,923+6.8% | $5,851+8.1% |
| Admin fee / account holder | $8,311 | $10,521-21.0% | $7,743+7.3% | $11,598-28.3% |