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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 | $92,915 | $98,760-5.9% | $149,715-37.9% | $79,858+16.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.53% | 27.43%-10.9pp | 276.66%-260.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $2,210 | $3,217-31.3% | $4,645-52.4% | $2,471-10.6% |
| Participant deferral / active EE | $6,292 | $5,681+10.8% | $6,842-8.0% | $3,740+68.2% |
| Admin fee / account holder | $2,053 | $6,053-66.1% | $9,310-78.0% | $5,306-61.3% |