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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 | $63,462 | $63,342+0.2% | $92,236-31.2% | $70,131-9.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.47% | 530.15%-511.7pp | 176.29%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $802 | $2,471-67.5% | $3,679-78.2% | $2,342-65.7% |
| Participant deferral / active EE | $1,756 | $2,854-38.5% | $3,897-54.9% | $3,332-47.3% |
| Admin fee / account holder | $3,333 | $3,840-13.2% | $5,194-35.8% | $4,645-28.3% |