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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 | $40,811 | $123,155-66.9% | $108,753-62.5% | $155,188-73.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.40% | 44.73%-28.3pp | 37.47%-21.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,028 | $2,811+7.7% | $2,427+24.8% | $4,248-28.7% |
| Participant deferral / active EE | $6,242 | $4,623+35.0% | $4,115+51.7% | $6,531-4.4% |
| Admin fee / account holder | $2,536 | $12,126-79.1% | $10,320-75.4% | $14,480-82.5% |