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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 | $83,812 | $111,814-25.0% | $103,374-18.9% | $145,959-42.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.45% | 24.77%-8.3pp | 24.89%-8.4pp | 561.95%-545.5pp |
| Employer contribution / active EE | $3,250 | $4,214-22.9% | $3,869-16.0% | $4,661-30.3% |
| Participant deferral / active EE | $7,505 | $5,618+33.6% | $5,058+48.4% | $6,689+12.2% |
| Admin fee / account holder | $2,989 | $9,754-69.4% | $8,394-64.4% | $13,398-77.7% |