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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 | $59,636 | $99,994-40.4% | $146,647-59.3% | $85,851-30.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 36.40% | 18.93%+17.5pp | 22.75%+13.7pp | 318.63%-282.2pp |
| Employer contribution / active EE | $2,533 | $2,559-1.0% | $4,137-38.8% | $2,565-1.3% |
| Participant deferral / active EE | $2,017 | $4,006-49.6% | $5,506-63.4% | $3,952-49.0% |
| Admin fee / account holder | $6,339 | $7,703-17.7% | $10,281-38.3% | $6,261+1.2% |