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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 | $41,688 | $107,809-61.3% | $97,032-57.0% | $155,188-73.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.58% | 38.06%-24.5pp | 35.38%-21.8pp | 148.84%-135.3pp |
| Employer contribution / active EE | $2,667 | $2,911-8.4% | $2,629+1.5% | $4,248-37.2% |
| Participant deferral / active EE | $10,225 | $5,129+99.3% | $4,672+118.8% | $6,531+56.6% |
| Admin fee / account holder | $5,399 | $10,717-49.6% | $9,418-42.7% | $14,480-62.7% |