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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 | $56,090 | $112,729-50.2% | $98,716-43.2% | $137,256-59.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.45% | 38.48%-18.0pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,405 | $2,725-11.8% | $2,279+5.5% | $4,156-42.1% |
| Participant deferral / active EE | $7,074 | $4,640+52.5% | $4,048+74.8% | $6,407+10.4% |
| Admin fee / account holder | $2,861 | $10,129-71.8% | $8,703-67.1% | $12,270-76.7% |