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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 | $40,167 | $93,589-57.1% | $135,942-70.5% | $75,181-46.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.79% | 30.90%-15.1pp | 68.28%-52.5pp | 160.69%-144.9pp |
| Employer contribution / active EE | $993 | $3,537-71.9% | $4,858-79.6% | $2,671-62.8% |
| Participant deferral / active EE | $6,038 | $6,405-5.7% | $7,759-22.2% | $4,126+46.4% |
| Admin fee / account holder | $2,480 | $6,977-64.5% | $10,764-77.0% | $5,650-56.1% |