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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 | $53,347 | $111,535-52.2% | $105,223-49.3% | $137,256-61.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.68% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,534 | $3,939-35.7% | $3,689-31.3% | $4,156-39.0% |
| Participant deferral / active EE | $7,591 | $5,500+38.0% | $5,072+49.7% | $6,407+18.5% |
| Admin fee / account holder | $857 | $9,721-91.2% | $8,859-90.3% | $12,270-93.0% |