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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 | $78,260 | $109,372-28.4% | $89,414-12.5% | $158,966-50.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.70% | 345.55%-331.9pp | 245.50%-231.8pp | 302.95%-289.3pp |
| Employer contribution / active EE | $2,541 | $3,171-19.9% | $2,586-1.8% | $4,762-46.7% |
| Participant deferral / active EE | $13,911 | $4,598+202.5% | $3,890+257.6% | $5,983+132.5% |
| Admin fee / account holder | $1,198 | $6,156-80.5% | $4,883-75.5% | $11,250-89.4% |