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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 | $123,155-61.9% | $108,753-56.8% | $155,188-69.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.03% | 44.73%-27.7pp | 37.47%-20.4pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,201 | $2,811-21.7% | $2,427-9.3% | $4,248-48.2% |
| Participant deferral / active EE | $8,446 | $4,623+82.7% | $4,115+105.3% | $6,531+29.3% |
| Admin fee / account holder | $7,056 | $12,126-41.8% | $10,320-31.6% | $14,480-51.3% |