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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 | $48,167 | $114,013-57.8% | $103,693-53.5% | $155,188-69.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.11% | 49.31%-37.2pp | 47.61%-35.5pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,497 | $3,131-20.3% | $2,920-14.5% | $4,248-41.2% |
| Participant deferral / active EE | $10,304 | $4,970+107.3% | $4,579+125.0% | $6,531+57.8% |
| Admin fee / account holder | $12,787 | $8,407+52.1% | $7,858+62.7% | $14,480-11.7% |