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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 | $63,212 | $45,050+40.3% | $63,018+0.3% | $70,126-9.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 26.09% | 18.76%+7.3pp | 87.62%-61.5pp | 73.15%-47.1pp |
| Employer contribution / active EE | $1,410 | $2,052-31.3% | $2,761-48.9% | $2,343-39.8% |
| Participant deferral / active EE | $1,640 | $2,466-33.5% | $3,330-50.8% | $3,332-50.8% |
| Admin fee / account holder | $1,164 | $2,834-58.9% | $3,601-67.7% | $4,645-74.9% |