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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 | $57,279 | $118,488-51.7% | $98,462-41.8% | $139,487-58.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.85% | 18.96%-2.1pp | 21.17%-4.3pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,684 | $3,611-25.7% | $3,049-12.0% | $4,755-43.6% |
| Participant deferral / active EE | $17,250 | $5,393+219.9% | $4,738+264.0% | $6,713+157.0% |
| Admin fee / account holder | $5,586 | $13,868-59.7% | $8,875-37.1% | $11,407-51.0% |