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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 | $55,738 | $87,166-36.1% | $76,735-27.4% | $137,256-59.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.69% | 26.50%-11.8pp | 29.77%-15.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,805 | $2,904-37.8% | $2,454-26.4% | $4,156-56.6% |
| Participant deferral / active EE | $4,380 | $4,726-7.3% | $4,088+7.1% | $6,407-31.6% |
| Admin fee / account holder | $4,024 | $8,403-52.1% | $7,189-44.0% | $12,270-67.2% |