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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 | $65,349 | $101,618-35.7% | $93,063-29.8% | $137,256-52.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.05% | 223.95%-208.9pp | 34.15%-19.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,926 | $2,707+8.1% | $2,476+18.2% | $4,156-29.6% |
| Participant deferral / active EE | $1,112 | $4,279-74.0% | $3,958-71.9% | $6,407-82.6% |
| Admin fee / account holder | $1,042 | $6,198-83.2% | $6,033-82.7% | $12,270-91.5% |