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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 | $116,029 | $162,821-28.7% | $133,978-13.4% | $158,982-27.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.14% | 41.95%-27.8pp | 45.10%-31.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,114 | $4,976-57.5% | $3,919-46.1% | $4,763-55.6% |
| Participant deferral / active EE | $7,200 | $5,910+21.8% | $5,047+42.6% | $5,983+20.3% |
| Admin fee / account holder | $9,259 | $11,742-21.1% | $8,930+3.7% | $11,252-17.7% |