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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 | $61,743 | $85,024-27.4% | $70,544-12.5% | $139,466-55.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.10% | 30.39%-17.3pp | 32.79%-19.7pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,498 | $3,912-36.1% | $2,976-16.0% | $4,754-47.4% |
| Participant deferral / active EE | $5,154 | $5,891-12.5% | $4,568+12.8% | $6,712-23.2% |
| Admin fee / account holder | $1,594 | $8,928-82.1% | $6,427-75.2% | $11,409-86.0% |