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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 | $46,932 | $112,729-58.4% | $98,716-52.5% | $137,256-65.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.03% | 38.48%-21.4pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,201 | $2,725-19.2% | $2,279-3.4% | $4,156-47.0% |
| Participant deferral / active EE | $8,446 | $4,640+82.0% | $4,048+108.7% | $6,407+31.8% |
| Admin fee / account holder | $7,056 | $10,129-30.3% | $8,703-18.9% | $12,270-42.5% |