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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 | $76,368 | $115,911-34.1% | $100,530-24.0% | $158,950-52.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.20% | 34.80%-12.6pp | 30.89%-8.7pp | 302.91%-280.7pp |
| Employer contribution / active EE | $2,096 | $4,104-48.9% | $3,418-38.7% | $4,762-56.0% |
| Participant deferral / active EE | $3,656 | $6,676-45.2% | $6,271-41.7% | $5,983-38.9% |
| Admin fee / account holder | $450 | $10,999-95.9% | $8,083-94.4% | $11,248-96.0% |