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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 | $117,846-44.5% | $102,434-36.1% | $145,884-55.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.09% | 31.90%-17.8pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,947 | $3,615-46.1% | $3,023-35.6% | $4,662-58.2% |
| Participant deferral / active EE | $5,084 | $5,733-11.3% | $5,055+0.6% | $6,690-24.0% |
| Admin fee / account holder | $2,897 | $13,356-78.3% | $9,462-69.4% | $13,392-78.4% |