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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 | $96,589 | $104,694-7.7% | $85,709+12.7% | $167,536-42.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.78% | 21.45%-2.7pp | 21.49%-2.7pp | 478.82%-460.0pp |
| Employer contribution / active EE | $2,785 | $3,337-16.5% | $2,619+6.4% | $4,839-42.4% |
| Participant deferral / active EE | $5,275 | $4,826+9.3% | $3,924+34.4% | $6,342-16.8% |
| Admin fee / account holder | $479 | $10,035-95.2% | $6,876-93.0% | $12,315-96.1% |