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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 | $63,958 | $114,119-44.0% | $107,187-40.3% | $138,895-54.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.45% | 273.21%-250.8pp | 204.55%-182.1pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,014 | $4,059-50.4% | $3,782-46.7% | $4,194-52.0% |
| Participant deferral / active EE | $13,570 | $5,538+145.0% | $5,096+166.3% | $6,396+112.2% |
| Admin fee / account holder | $1,504 | $10,024-85.0% | $9,162-83.6% | $12,562-88.0% |