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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 | $64,758 | $77,814-16.8% | $158,223-59.1% | $86,983-25.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 13.16% | 30.54%-17.4pp | 52.09%-38.9pp | 25.83%-12.7pp |
| Employer contribution / active EE | $1,320 | $2,592-49.1% | $4,109-67.9% | $2,584-48.9% |
| Participant deferral / active EE | $5,524 | $3,270+69.0% | $5,467+1.1% | $4,194+31.7% |
| Admin fee / account holder | $892 | $5,879-84.8% | $16,047-94.4% | $7,856-88.6% |