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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 | $52,056 | $101,618-48.8% | $93,063-44.1% | $137,256-62.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.79% | 223.95%-210.2pp | 34.15%-20.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,215 | $2,707-18.2% | $2,476-10.6% | $4,156-46.7% |
| Participant deferral / active EE | $4,048 | $4,279-5.4% | $3,958+2.3% | $6,407-36.8% |
| Admin fee / account holder | $9,734 | $6,198+57.0% | $6,033+61.3% | $12,270-20.7% |