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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 | $69,441 | $113,338-38.7% | $94,993-26.9% | $147,586-52.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.14% | 20.80%+0.3pp | 27.14%-6.0pp | 578.59%-557.5pp |
| Employer contribution / active EE | $2,709 | $3,160-14.3% | $2,603+4.0% | $4,876-44.5% |
| Participant deferral / active EE | $941 | $3,777-75.1% | $3,317-71.6% | $5,439-82.7% |
| Admin fee / account holder | $676 | $6,063-88.8% | $4,960-86.4% | $10,886-93.8% |