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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 | $124,980-62.4% | $108,359-56.7% | $154,746-69.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.03% | 45.00%-28.0pp | 36.89%-19.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,201 | $2,851-22.8% | $2,399-8.3% | $4,379-49.7% |
| Participant deferral / active EE | $8,446 | $4,743+78.1% | $4,137+104.2% | $6,730+25.5% |
| Admin fee / account holder | $7,056 | $11,502-38.7% | $9,741-27.6% | $14,365-50.9% |