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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 | $74,644 | $114,013-34.5% | $103,693-28.0% | $155,188-51.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.44% | 49.31%-31.9pp | 47.61%-30.2pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,308 | $3,131-26.3% | $2,920-21.0% | $4,248-45.7% |
| Participant deferral / active EE | $7,569 | $4,970+52.3% | $4,579+65.3% | $6,531+15.9% |
| Admin fee / account holder | $4,165 | $8,407-50.5% | $7,858-47.0% | $14,480-71.2% |