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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 | $41,511 | $114,013-63.6% | $103,693-60.0% | $155,188-73.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.69% | 49.31%-27.6pp | 47.61%-25.9pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,719 | $3,131-45.1% | $2,920-41.2% | $4,248-59.5% |
| Participant deferral / active EE | $6,665 | $4,970+34.1% | $4,579+45.6% | $6,531+2.1% |
| Admin fee / account holder | $1,055 | $8,407-87.4% | $7,858-86.6% | $14,480-92.7% |