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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 | $49,490 | $107,733-54.1% | $92,985-46.8% | $154,746-68.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 19.17% | 30.39%-11.2pp | 27.99%-8.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,680 | $3,126-46.3% | $2,662-36.9% | $4,379-61.6% |
| Participant deferral / active EE | $16,633 | $5,053+229.2% | $4,377+280.0% | $6,730+147.1% |
| Admin fee / account holder | $1,129 | $11,369-90.1% | $9,463-88.1% | $14,365-92.1% |