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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 | $68,742 | $107,809-36.2% | $97,032-29.2% | $155,188-55.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.07% | 38.06%-18.0pp | 35.38%-15.3pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,855 | $2,911-36.3% | $2,629-29.4% | $4,248-56.3% |
| Participant deferral / active EE | $13,415 | $5,129+161.5% | $4,672+187.1% | $6,531+105.4% |
| Admin fee / account holder | $3,872 | $10,717-63.9% | $9,418-58.9% | $14,480-73.3% |