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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 | $63,427 | $199,109-68.1% | $173,730-63.5% | $154,746-59.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.89% | 20.02%-4.1pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,541 | $5,311-71.0% | $4,577-66.3% | $4,379-64.8% |
| Participant deferral / active EE | $12,523 | $7,113+76.1% | $6,326+97.9% | $6,730+86.1% |
| Admin fee / account holder | $7,574 | $20,916-63.8% | $17,523-56.8% | $14,365-47.3% |