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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 | $66,435 | $77,416-14.2% | $69,464-4.4% | $152,897-56.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 12.00% | 39.08%-27.1pp | 28.98%-17.0pp | 345.43%-333.4pp |
| Employer contribution / active EE | $1,161 | $3,315-65.0% | $2,779-58.2% | $4,764-75.6% |
| Participant deferral / active EE | $1,654 | $4,413-62.5% | $3,536-53.2% | $5,851-71.7% |
| Admin fee / account holder | $1,359 | $6,208-78.1% | $3,840-64.6% | $11,599-88.3% |