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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 | $39,172 | $147,556-73.5% | $129,031-69.6% | $198,609-80.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.42% | 37.41%-20.0pp | 34.67%-17.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $3,047 | $3,645-16.4% | $3,226-5.5% | $5,055-39.7% |
| Participant deferral / active EE | $5,877 | $5,760+2.0% | $5,217+12.6% | $6,977-15.8% |
| Admin fee / account holder | $1,022 | $15,467-93.4% | $13,208-92.3% | $19,030-94.6% |