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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 | $56,927 | $107,809-47.2% | $97,032-41.3% | $155,188-63.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.24% | 38.06%-19.8pp | 35.38%-17.1pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,901 | $2,911-34.7% | $2,629-27.7% | $4,248-55.3% |
| Participant deferral / active EE | $8,834 | $5,129+72.2% | $4,672+89.1% | $6,531+35.3% |
| Admin fee / account holder | $6,148 | $10,717-42.6% | $9,418-34.7% | $14,480-57.5% |