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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 | $54,538 | $124,980-56.4% | $108,359-49.7% | $154,746-64.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.86% | 45.00%-28.1pp | 36.89%-20.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,071 | $2,851-27.4% | $2,399-13.7% | $4,379-52.7% |
| Participant deferral / active EE | $12,000 | $4,743+153.0% | $4,137+190.1% | $6,730+78.3% |
| Admin fee / account holder | $789 | $11,502-93.1% | $9,741-91.9% | $14,365-94.5% |