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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 | $54,717 | $97,125-43.7% | $86,233-36.5% | $137,256-60.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.66% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,271 | $2,841-20.1% | $2,504-9.3% | $4,156-45.4% |
| Participant deferral / active EE | $7,768 | $5,180+50.0% | $4,559+70.4% | $6,407+21.2% |
| Admin fee / account holder | $1,186 | $9,725-87.8% | $8,342-85.8% | $12,270-90.3% |