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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 | $76,224 | $84,236-9.5% | $170,435-55.3% | $70,126+8.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.10% | 23.06%-5.0pp | 205.94%-187.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,416 | $3,387-58.2% | $5,432-73.9% | $2,343-39.5% |
| Participant deferral / active EE | $4,544 | $3,086+47.2% | $4,939-8.0% | $3,332+36.4% |
| Admin fee / account holder | $888 | $5,698-84.4% | $13,881-93.6% | $4,645-80.9% |