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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 | $45,821 | $97,125-52.8% | $86,233-46.9% | $137,256-66.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.18% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,186 | $2,841-23.1% | $2,504-12.7% | $4,156-47.4% |
| Participant deferral / active EE | $3,796 | $5,180-26.7% | $4,559-16.7% | $6,407-40.7% |
| Admin fee / account holder | $6,001 | $9,725-38.3% | $8,342-28.1% | $12,270-51.1% |