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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 | $23,570 | $114,013-79.3% | $103,693-77.3% | $155,188-84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.94% | 49.31%-37.4pp | 47.61%-35.7pp | 148.84%-136.9pp |
| Employer contribution / active EE | $2,306 | $3,131-26.4% | $2,920-21.0% | $4,248-45.7% |
| Participant deferral / active EE | $5,343 | $4,970+7.5% | $4,579+16.7% | $6,531-18.2% |
| Admin fee / account holder | $1,108 | $8,407-86.8% | $7,858-85.9% | $14,480-92.3% |