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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 | $54,407 | $107,809-49.5% | $97,032-43.9% | $155,188-64.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.62% | 38.06%-16.4pp | 35.38%-13.8pp | 148.84%-127.2pp |
| Employer contribution / active EE | $5,593 | $2,911+92.1% | $2,629+112.7% | $4,248+31.7% |
| Participant deferral / active EE | $7,854 | $5,129+53.1% | $4,672+68.1% | $6,531+20.3% |
| Admin fee / account holder | $6,197 | $10,717-42.2% | $9,418-34.2% | $14,480-57.2% |