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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 | $53,313 | $107,666-50.5% | $102,184-47.8% | $154,746-65.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.97% | 29.33%-7.4pp | 31.58%-9.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,788 | $3,846-53.5% | $3,594-50.2% | $4,379-59.2% |
| Participant deferral / active EE | $10,964 | $8,719+25.7% | $8,309+32.0% | $6,730+62.9% |
| Admin fee / account holder | $4,423 | $12,943-65.8% | $11,609-61.9% | $14,365-69.2% |