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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 | $61,839 | $182,442-66.1% | $163,379-62.2% | $138,895-55.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 20.72% | 72.74%-52.0pp | 63.41%-42.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,332 | $4,159-68.0% | $3,752-64.5% | $4,194-68.2% |
| Participant deferral / active EE | $6,767 | $6,817-0.7% | $6,282+7.7% | $6,396+5.8% |
| Admin fee / account holder | $343 | $10,396-96.7% | $9,818-96.5% | $12,562-97.3% |