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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 | $64,199 | $225,673-71.6% | $203,872-68.5% | $155,188-58.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.28% | 95.91%-76.6pp | 85.11%-65.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,811 | $4,099-31.4% | $3,757-25.2% | $4,248-33.8% |
| Participant deferral / active EE | $7,458 | $6,893+8.2% | $6,388+16.8% | $6,531+14.2% |
| Admin fee / account holder | $5,278 | $12,327-57.2% | $11,730-55.0% | $14,480-63.6% |