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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 | $39,179 | $124,980-68.7% | $108,359-63.8% | $154,746-74.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.89% | 45.00%-29.1pp | 36.89%-21.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,079 | $2,851-62.1% | $2,399-55.0% | $4,379-75.4% |
| Participant deferral / active EE | $10,017 | $4,743+111.2% | $4,137+142.1% | $6,730+48.8% |
| Admin fee / account holder | $6,649 | $11,502-42.2% | $9,741-31.7% | $14,365-53.7% |