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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 | $55,507 | $147,556-62.4% | $129,031-57.0% | $198,609-72.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.21% | 37.41%-22.2pp | 34.67%-19.5pp | 202.70%-187.5pp |
| Employer contribution / active EE | $4,969 | $3,645+36.3% | $3,226+54.0% | $5,055-1.7% |
| Participant deferral / active EE | $3,304 | $5,760-42.6% | $5,217-36.7% | $6,977-52.6% |
| Admin fee / account holder | $1,119 | $15,467-92.8% | $13,208-91.5% | $19,030-94.1% |