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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 | $60,623 | $98,766-38.6% | $149,730-59.5% | $79,852-24.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.42% | 27.43%-15.0pp | 276.70%-264.3pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,674 | $3,217-48.0% | $4,645-64.0% | $2,471-32.3% |
| Participant deferral / active EE | $7,004 | $5,681+23.3% | $6,843+2.4% | $3,740+87.3% |
| Admin fee / account holder | $17,231 | $6,052+184.7% | $9,310+85.1% | $5,306+224.7% |