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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 | $73,872 | $124,980-40.9% | $108,359-31.8% | $154,746-52.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.90% | 45.00%-34.1pp | 36.89%-26.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $996 | $2,851-65.1% | $2,399-58.5% | $4,379-77.3% |
| Participant deferral / active EE | $3,960 | $4,743-16.5% | $4,137-4.3% | $6,730-41.2% |
| Admin fee / account holder | $17,095 | $11,502+48.6% | $9,741+75.5% | $14,365+19.0% |