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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 | $58,641 | $115,911-49.4% | $100,530-41.7% | $158,950-63.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.84% | 34.80%-12.0pp | 30.89%-8.1pp | 302.91%-280.1pp |
| Employer contribution / active EE | $2,172 | $4,104-47.1% | $3,418-36.4% | $4,762-54.4% |
| Participant deferral / active EE | $5,048 | $6,676-24.4% | $6,271-19.5% | $5,983-15.6% |
| Admin fee / account holder | $1,808 | $10,999-83.6% | $8,083-77.6% | $11,248-83.9% |