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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 | $72,848 | $97,125-25.0% | $86,233-15.5% | $137,256-46.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.24% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,724 | $2,841-39.3% | $2,504-31.2% | $4,156-58.5% |
| Participant deferral / active EE | $2,333 | $5,180-55.0% | $4,559-48.8% | $6,407-63.6% |
| Admin fee / account holder | $556 | $9,725-94.3% | $8,342-93.3% | $12,270-95.5% |