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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 | $54,522 | $114,013-52.2% | $103,693-47.4% | $155,188-64.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.77% | 49.31%-27.5pp | 47.61%-25.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $1,617 | $3,131-48.4% | $2,920-44.6% | $4,248-61.9% |
| Participant deferral / active EE | $6,383 | $4,970+28.4% | $4,579+39.4% | $6,531-2.3% |
| Admin fee / account holder | $481 | $8,407-94.3% | $7,858-93.9% | $14,480-96.7% |