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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 | $124,980-53.1% | $108,359-45.9% | $154,746-62.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.62% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,844 | $2,851-35.3% | $2,399-23.2% | $4,379-57.9% |
| Participant deferral / active EE | $10,095 | $4,743+112.8% | $4,137+144.0% | $6,730+50.0% |
| Admin fee / account holder | $3,876 | $11,502-66.3% | $9,741-60.2% | $14,365-73.0% |