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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 | $41,615 | $103,392-59.8% | $87,104-52.2% | $152,897-72.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.12% | 28.10%-3.0pp | 28.19%-3.1pp | 345.43%-320.3pp |
| Employer contribution / active EE | $2,098 | $3,221-34.9% | $2,521-16.8% | $4,764-55.9% |
| Participant deferral / active EE | $6,187 | $4,778+29.5% | $4,048+52.8% | $5,851+5.7% |
| Admin fee / account holder | $2,018 | $12,194-83.5% | $7,491-73.1% | $11,599-82.6% |