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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 | $62,784 | $107,809-41.8% | $97,032-35.3% | $155,188-59.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.16% | 38.06%-16.9pp | 35.38%-14.2pp | 148.84%-127.7pp |
| Employer contribution / active EE | $5,794 | $2,911+99.0% | $2,629+120.4% | $4,248+36.4% |
| Participant deferral / active EE | $11,962 | $5,129+133.2% | $4,672+156.0% | $6,531+83.1% |
| Admin fee / account holder | $5,831 | $10,717-45.6% | $9,418-38.1% | $14,480-59.7% |