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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 | $29,541 | $114,013-74.1% | $103,693-71.5% | $155,188-81.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.05% | 49.31%-31.3pp | 47.61%-29.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,493 | $3,131-20.4% | $2,920-14.6% | $4,248-41.3% |
| Participant deferral / active EE | $5,818 | $4,970+17.1% | $4,579+27.1% | $6,531-10.9% |
| Admin fee / account holder | $862 | $8,407-89.7% | $7,858-89.0% | $14,480-94.0% |