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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 | $62,784 | $99,053-36.6% | $88,179-28.8% | $138,895-54.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.16% | 78.17%-57.0pp | 64.97%-43.8pp | 145.39%-124.2pp |
| Employer contribution / active EE | $5,794 | $2,882+101.0% | $2,549+127.3% | $4,194+38.1% |
| Participant deferral / active EE | $11,962 | $5,225+128.9% | $4,614+159.3% | $6,396+87.0% |
| Admin fee / account holder | $5,831 | $8,748-33.3% | $7,673-24.0% | $12,562-53.6% |