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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 | $75,147 | $124,425-39.6% | $112,040-32.9% | $137,256-45.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.45% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,811 | $3,411-46.9% | $2,954-38.7% | $4,156-56.4% |
| Participant deferral / active EE | $9,901 | $5,718+73.1% | $5,098+94.2% | $6,407+54.5% |
| Admin fee / account holder | $50,129 | $15,207+229.7% | $12,098+314.4% | $12,270+308.5% |