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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 | $40,391 | $114,013-64.6% | $103,693-61.0% | $155,188-74.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.65% | 49.31%-27.7pp | 47.61%-26.0pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,462 | $3,131-53.3% | $2,920-50.0% | $4,248-65.6% |
| Participant deferral / active EE | $6,500 | $4,970+30.8% | $4,579+41.9% | $6,531-0.5% |
| Admin fee / account holder | $4,405 | $8,407-47.6% | $7,858-43.9% | $14,480-69.6% |