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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 | $61,752 | $78,428-21.3% | $95,960-35.6% | $79,852-22.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.47% | 19.37%-8.9pp | 91.63%-81.2pp | 31.72%-21.2pp |
| Employer contribution / active EE | $3,406 | $1,945+75.1% | $2,541+34.0% | $2,471+37.8% |
| Participant deferral / active EE | $2,433 | $3,440-29.3% | $4,167-41.6% | $3,740-34.9% |
| Admin fee / account holder | $1,177 | $5,622-79.1% | $6,797-82.7% | $5,306-77.8% |