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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 | $63,704 | $112,729-43.5% | $98,716-35.5% | $137,256-53.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.41% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,402 | $2,725-11.9% | $2,279+5.4% | $4,156-42.2% |
| Participant deferral / active EE | $3,359 | $4,640-27.6% | $4,048-17.0% | $6,407-47.6% |
| Admin fee / account holder | $5,731 | $10,129-43.4% | $8,703-34.1% | $12,270-53.3% |