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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 | $56,411 | $114,013-50.5% | $103,693-45.6% | $155,188-63.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.00% | 49.31%-29.3pp | 47.61%-27.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,998 | $3,131-36.2% | $2,920-31.6% | $4,248-53.0% |
| Participant deferral / active EE | $8,971 | $4,970+80.5% | $4,579+95.9% | $6,531+37.4% |
| Admin fee / account holder | $1,124 | $8,407-86.6% | $7,858-85.7% | $14,480-92.2% |