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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 | $42,938 | $114,013-62.3% | $103,693-58.6% | $155,188-72.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.22% | 49.31%-32.1pp | 47.61%-30.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,165 | $3,131-30.9% | $2,920-25.9% | $4,248-49.0% |
| Participant deferral / active EE | $6,464 | $4,970+30.1% | $4,579+41.2% | $6,531-1.0% |
| Admin fee / account holder | $1,456 | $8,407-82.7% | $7,858-81.5% | $14,480-89.9% |