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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 | $63,940 | $104,251-38.7% | $91,004-29.7% | $147,585-56.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.96% | 27.06%-15.1pp | 4.60%+7.4pp | 578.58%-566.6pp |
| Employer contribution / active EE | $3,620 | $3,116+16.2% | $2,456+47.4% | $4,876-25.8% |
| Participant deferral / active EE | $3,576 | $4,195-14.8% | $3,548+0.8% | $5,439-34.2% |
| Admin fee / account holder | $5,487 | $8,948-38.7% | $5,417+1.3% | $10,886-49.6% |