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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 | $82,892 | $106,247-22.0% | $96,515-14.1% | $139,466-40.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.18% | 38.47%-24.3pp | 35.73%-21.6pp | 373.66%-359.5pp |
| Employer contribution / active EE | $8,395 | $4,106+104.5% | $3,740+124.5% | $4,754+76.6% |
| Participant deferral / active EE | $2,377 | $5,456-56.4% | $4,880-51.3% | $6,712-64.6% |
| Admin fee / account holder | $1,206 | $7,885-84.7% | $6,735-82.1% | $11,409-89.4% |