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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 | $124,980-53.2% | $108,359-46.0% | $154,746-62.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.59% | 45.00%-24.4pp | 36.89%-16.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,869 | $2,851+0.7% | $2,399+19.6% | $4,379-34.5% |
| Participant deferral / active EE | $6,536 | $4,743+37.8% | $4,137+58.0% | $6,730-2.9% |
| Admin fee / account holder | $5,444 | $11,502-52.7% | $9,741-44.1% | $14,365-62.1% |