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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 | $58,620 | $112,729-48.0% | $98,716-40.6% | $137,256-57.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.62% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,844 | $2,725-32.3% | $2,279-19.1% | $4,156-55.6% |
| Participant deferral / active EE | $10,095 | $4,640+117.6% | $4,048+149.4% | $6,407+57.6% |
| Admin fee / account holder | $3,876 | $10,129-61.7% | $8,703-55.5% | $12,270-68.4% |