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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 | $60,858 | $98,240-38.1% | $82,312-26.1% | $147,586-58.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.73% | 30.85%-13.1pp | 25.88%-8.1pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,636 | $3,192-48.7% | $2,428-32.6% | $4,876-66.5% |
| Participant deferral / active EE | $4,544 | $4,383+3.7% | $3,706+22.6% | $5,439-16.5% |
| Admin fee / account holder | $332 | $8,563-96.1% | $5,608-94.1% | $10,886-97.0% |