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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 | $64,087 | $112,729-43.2% | $98,716-35.1% | $137,256-53.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.61% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,562 | $2,725-42.7% | $2,279-31.4% | $4,156-62.4% |
| Participant deferral / active EE | $9,093 | $4,640+96.0% | $4,048+124.6% | $6,407+41.9% |
| Admin fee / account holder | $12,585 | $10,129+24.3% | $8,703+44.6% | $12,270+2.6% |