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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 | $121,074 | $157,829-23.3% | $136,867-11.5% | $198,609-39.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.09% | 51.25%-37.2pp | 42.97%-28.9pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,837 | $3,923-53.2% | $3,547-48.2% | $5,055-63.7% |
| Participant deferral / active EE | $7,490 | $5,463+37.1% | $4,924+52.1% | $6,977+7.4% |
| Admin fee / account holder | $6,861 | $11,107-38.2% | $10,340-33.6% | $19,030-63.9% |