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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 | $107,809-48.5% | $97,032-42.8% | $155,188-64.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.21% | 38.06%-22.8pp | 35.38%-20.2pp | 148.84%-133.6pp |
| Employer contribution / active EE | $4,969 | $2,911+70.7% | $2,629+89.0% | $4,248+17.0% |
| Participant deferral / active EE | $3,304 | $5,129-35.6% | $4,672-29.3% | $6,531-49.4% |
| Admin fee / account holder | $1,119 | $10,717-89.6% | $9,418-88.1% | $14,480-92.3% |