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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 | $81,670 | $125,797-35.1% | $170,057-52.0% | $75,177+8.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.32% | 27.20%-10.9pp | 53.42%-37.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $2,553 | $4,616-44.7% | $6,790-62.4% | $2,671-4.4% |
| Participant deferral / active EE | $4,317 | $6,838-36.9% | $10,411-58.5% | $4,126+4.6% |
| Admin fee / account holder | $13,099 | $8,177+60.2% | $12,826+2.1% | $5,651+131.8% |