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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 | $58,500 | $112,729-48.1% | $98,716-40.7% | $137,256-57.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.59% | 38.48%-17.9pp | 31.81%-11.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,869 | $2,725+5.3% | $2,279+25.9% | $4,156-31.0% |
| Participant deferral / active EE | $6,536 | $4,640+40.8% | $4,048+61.5% | $6,407+2.0% |
| Admin fee / account holder | $5,444 | $10,129-46.3% | $8,703-37.4% | $12,270-55.6% |