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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 | $61,182 | $171,930-64.4% | $151,266-59.6% | $154,746-60.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 20.32% | 242.03%-221.7pp | 180.60%-160.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,073 | $4,710-77.2% | $4,237-74.7% | $4,379-75.5% |
| Participant deferral / active EE | $12,106 | $8,191+47.8% | $7,337+65.0% | $6,730+79.9% |
| Admin fee / account holder | $3,344 | $15,803-78.8% | $13,159-74.6% | $14,365-76.7% |