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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 | $59,604 | $117,859-49.4% | $102,438-41.8% | $145,959-59.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.36% | 31.72%-18.4pp | 29.37%-16.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,007 | $3,615-44.5% | $3,024-33.6% | $4,661-56.9% |
| Participant deferral / active EE | $2,709 | $5,732-52.7% | $5,054-46.4% | $6,689-59.5% |
| Admin fee / account holder | $15,080 | $13,318+13.2% | $9,448+59.6% | $13,398+12.6% |