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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 | $46,288 | $114,013-59.4% | $103,693-55.4% | $155,188-70.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.16% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $3,173 | $3,131+1.3% | $2,920+8.6% | $4,248-25.3% |
| Participant deferral / active EE | $5,042 | $4,970+1.5% | $4,579+10.1% | $6,531-22.8% |
| Admin fee / account holder | $667 | $8,407-92.1% | $7,858-91.5% | $14,480-95.4% |