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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 | $50,404 | $124,980-59.7% | $108,359-53.5% | $154,746-67.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.00% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,365 | $2,851+18.1% | $2,399+40.2% | $4,379-23.2% |
| Participant deferral / active EE | $3,068 | $4,743-35.3% | $4,137-25.8% | $6,730-54.4% |
| Admin fee / account holder | $1,488 | $11,502-87.1% | $9,741-84.7% | $14,365-89.6% |