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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 | $71,651 | $139,948-48.8% | $121,663-41.1% | $154,746-53.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.76% | 230.52%-214.8pp | 147.54%-131.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,228 | $3,521-65.1% | $3,020-59.3% | $4,379-72.0% |
| Participant deferral / active EE | $6,844 | $5,629+21.6% | $4,887+40.0% | $6,730+1.7% |
| Admin fee / account holder | $64,878 | $17,321+274.6% | $14,289+354.0% | $14,365+351.6% |