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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 | $55,168 | $107,809-48.8% | $97,032-43.1% | $155,188-64.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 11.26% | 38.06%-26.8pp | 35.38%-24.1pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,844 | $2,911-36.7% | $2,629-29.9% | $4,248-56.6% |
| Participant deferral / active EE | $10,044 | $5,129+95.8% | $4,672+115.0% | $6,531+53.8% |
| Admin fee / account holder | $724 | $10,717-93.2% | $9,418-92.3% | $14,480-95.0% |