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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 | $69,428 | $117,895-41.1% | $102,460-32.2% | $145,897-52.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.11% | 31.92%-21.8pp | 29.47%-19.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,191 | $3,619-39.5% | $3,025-27.6% | $4,663-53.0% |
| Participant deferral / active EE | $7,400 | $5,736+29.0% | $5,056+46.4% | $6,689+10.6% |
| Admin fee / account holder | $5,689 | $13,353-57.4% | $9,460-39.9% | $13,390-57.5% |