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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 | $106,987 | $162,785-34.3% | $133,959-20.1% | $158,950-32.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.64% | 41.94%-28.3pp | 45.09%-31.5pp | 302.91%-289.3pp |
| Employer contribution / active EE | $1,874 | $4,975-62.3% | $3,919-52.2% | $4,762-60.7% |
| Participant deferral / active EE | $3,988 | $5,910-32.5% | $5,047-21.0% | $5,983-33.3% |
| Admin fee / account holder | $1,324 | $11,738-88.7% | $8,928-85.2% | $11,248-88.2% |