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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 | $55,942 | $77,901-28.2% | $149,717-62.6% | $75,181-25.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.85% | 31.73%-11.9pp | 134.41%-114.6pp | 160.69%-140.8pp |
| Employer contribution / active EE | $2,326 | $3,137-25.9% | $4,820-51.7% | $2,671-12.9% |
| Participant deferral / active EE | $5,446 | $3,411+59.7% | $5,682-4.1% | $4,126+32.0% |
| Admin fee / account holder | $1,518 | $5,949-74.5% | $13,213-88.5% | $5,650-73.1% |