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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 | $44,343 | $124,980-64.5% | $108,359-59.1% | $154,746-71.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.99% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,216 | $2,851-22.3% | $2,399-7.6% | $4,379-49.4% |
| Participant deferral / active EE | $2,466 | $4,743-48.0% | $4,137-40.4% | $6,730-63.4% |
| Admin fee / account holder | $636 | $11,502-94.5% | $9,741-93.5% | $14,365-95.6% |