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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 | $69,929 | $114,013-38.7% | $103,693-32.6% | $155,188-54.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.78% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,418 | $3,131-22.8% | $2,920-17.2% | $4,248-43.1% |
| Participant deferral / active EE | $8,436 | $4,970+69.7% | $4,579+84.2% | $6,531+29.2% |
| Admin fee / account holder | $4,773 | $8,407-43.2% | $7,858-39.3% | $14,480-67.0% |