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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 | $59,412 | $99,053-40.0% | $88,179-32.6% | $138,895-57.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.87% | 78.17%-62.3pp | 64.97%-49.1pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,819 | $2,882-36.9% | $2,549-28.7% | $4,194-56.6% |
| Participant deferral / active EE | $4,507 | $5,225-13.8% | $4,614-2.3% | $6,396-29.5% |
| Admin fee / account holder | $2,085 | $8,748-76.2% | $7,673-72.8% | $12,562-83.4% |