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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 | $64,638 | $102,245-36.8% | $89,340-27.7% | $137,256-52.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 28.15% | 21.89%+6.3pp | 20.57%+7.6pp | 220.34%-192.2pp |
| Employer contribution / active EE | $2,313 | $2,529-8.5% | $2,231+3.7% | $4,156-44.3% |
| Participant deferral / active EE | $12,401 | $4,436+179.5% | $3,823+224.4% | $6,407+93.6% |
| Admin fee / account holder | $450 | $8,085-94.4% | $6,704-93.3% | $12,270-96.3% |