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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 | $82,120 | $117,895-30.3% | $102,460-19.9% | $145,897-43.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.85% | 31.92%-23.1pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,925 | $3,619-19.2% | $3,025-3.3% | $4,663-37.3% |
| Participant deferral / active EE | $14,528 | $5,736+153.3% | $5,056+187.3% | $6,689+117.2% |
| Admin fee / account holder | $42,935 | $13,353+221.5% | $9,460+353.9% | $13,390+220.6% |