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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 | $60,044 | $136,860-56.1% | $120,344-50.1% | $154,746-61.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.49% | 21.38%-8.9pp | 20.30%-7.8pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,022 | $3,533-71.1% | $3,020-66.2% | $4,379-76.7% |
| Participant deferral / active EE | $3,479 | $5,793-40.0% | $5,135-32.2% | $6,730-48.3% |
| Admin fee / account holder | $2,085 | $15,393-86.5% | $12,742-83.6% | $14,365-85.5% |