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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 | $55,140 | $99,875-44.8% | $146,866-62.5% | $86,983-36.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.51% | 28.10%-6.6pp | 102.85%-81.3pp | 25.83%-4.3pp |
| Employer contribution / active EE | $2,890 | $3,224-10.4% | $4,425-34.7% | $2,584+11.8% |
| Participant deferral / active EE | $6,652 | $6,322+5.2% | $7,759-14.3% | $4,194+58.6% |
| Admin fee / account holder | $895 | $7,838-88.6% | $13,620-93.4% | $7,856-88.6% |