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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 | $55,733 | $124,980-55.4% | $108,359-48.6% | $154,746-64.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.80% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,051 | $2,851+7.0% | $2,399+27.1% | $4,379-30.3% |
| Participant deferral / active EE | $4,097 | $4,743-13.6% | $4,137-1.0% | $6,730-39.1% |
| Admin fee / account holder | $6,671 | $11,502-42.0% | $9,741-31.5% | $14,365-53.6% |