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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 | $63,708 | $99,380-35.9% | $90,312-29.5% | $155,188-58.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 19.20% | 19.35%-0.2pp | 18.90%+0.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,676 | $2,390-29.9% | $2,243-25.3% | $4,248-60.5% |
| Participant deferral / active EE | $16,092 | $4,212+282.1% | $3,749+329.2% | $6,531+146.4% |
| Admin fee / account holder | $1,668 | $9,766-82.9% | $8,248-79.8% | $14,480-88.5% |