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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 | $85,908 | $141,004-39.1% | $112,273-23.5% | $139,466-38.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.97% | 32.75%-17.8pp | 30.23%-15.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $2,567 | $4,285-40.1% | $3,431-25.2% | $4,754-46.0% |
| Participant deferral / active EE | $8,999 | $5,878+53.1% | $4,800+87.5% | $6,712+34.1% |
| Admin fee / account holder | $14,162 | $9,959+42.2% | $7,752+82.7% | $11,409+24.1% |