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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 | $67,471 | $104,709-35.6% | $85,705-21.3% | $167,553-59.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 22.62% | 21.45%+1.2pp | 21.49%+1.1pp | 478.89%-456.3pp |
| Employer contribution / active EE | $2,338 | $3,338-30.0% | $2,619-10.7% | $4,840-51.7% |
| Participant deferral / active EE | $7,574 | $4,827+56.9% | $3,924+93.0% | $6,343+19.4% |
| Admin fee / account holder | $1,358 | $10,036-86.5% | $6,877-80.2% | $12,316-89.0% |