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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 | $65,445 | $117,829-44.5% | $102,423-36.1% | $145,877-55.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.09% | 31.83%-17.7pp | 29.42%-15.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,947 | $3,615-46.1% | $3,023-35.6% | $4,663-58.2% |
| Participant deferral / active EE | $5,084 | $5,732-11.3% | $5,054+0.6% | $6,691-24.0% |
| Admin fee / account holder | $2,897 | $13,335-78.3% | $9,455-69.4% | $13,402-78.4% |