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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 | $66,610 | $115,911-42.5% | $100,530-33.7% | $158,950-58.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.96% | 34.80%-21.8pp | 30.89%-17.9pp | 302.91%-290.0pp |
| Employer contribution / active EE | $1,695 | $4,104-58.7% | $3,418-50.4% | $4,762-64.4% |
| Participant deferral / active EE | $4,571 | $6,676-31.5% | $6,271-27.1% | $5,983-23.6% |
| Admin fee / account holder | $2,033 | $10,999-81.5% | $8,083-74.8% | $11,248-81.9% |