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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 | $115,225-49.1% | $100,712-41.8% | $138,895-57.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.62% | 40.35%-22.7pp | 33.27%-15.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,844 | $2,771-33.5% | $2,313-20.3% | $4,194-56.0% |
| Participant deferral / active EE | $10,095 | $4,699+114.8% | $4,085+147.1% | $6,396+57.8% |
| Admin fee / account holder | $3,876 | $10,844-64.3% | $9,256-58.1% | $12,562-69.1% |