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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 | $57,685 | $80,705-28.5% | $115,768-50.2% | $67,986-15.2% |
| Participation rate | 99.0% | 63.0%+36.0pp | 74.4%+24.6pp | 57.2%+41.8pp |
| Annual return | 18.59% | 18.49%+0.1pp | 100.46%-81.9pp | 31.67%-13.1pp |
| Employer contribution / active EE | $860 | $2,046-58.0% | $2,940-70.7% | $2,019-57.4% |
| Participant deferral / active EE | $6,422 | $3,559+80.4% | $4,917+30.6% | $3,358+91.2% |
| Admin fee / account holder | $13,496 | $4,135+226.4% | $12,439+8.5% | $3,203+321.3% |