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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 | $65,977 | $111,814-41.0% | $103,374-36.2% | $145,959-54.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.70% | 24.77%-4.1pp | 24.89%-4.2pp | 561.95%-541.2pp |
| Employer contribution / active EE | $3,217 | $4,214-23.7% | $3,869-16.9% | $4,661-31.0% |
| Participant deferral / active EE | $12,167 | $5,618+116.6% | $5,058+140.6% | $6,689+81.9% |
| Admin fee / account holder | $726 | $9,754-92.6% | $8,394-91.3% | $13,398-94.6% |