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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 | $56,073 | $105,960-47.1% | $81,726-31.4% | $158,982-64.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.23% | 38.19%-23.0pp | 29.49%-14.3pp | 302.99%-287.8pp |
| Employer contribution / active EE | $2,445 | $7,805-68.7% | $4,311-43.3% | $4,763-48.7% |
| Participant deferral / active EE | $6,656 | $13,011-48.8% | $7,108-6.4% | $5,983+11.2% |
| Admin fee / account holder | $3,286 | $8,494-61.3% | $5,160-36.3% | $11,252-70.8% |