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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 | $68,921 | $114,119-39.6% | $107,187-35.7% | $138,895-50.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.64% | 273.21%-256.6pp | 204.55%-187.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $3,244 | $4,059-20.1% | $3,782-14.2% | $4,194-22.7% |
| Participant deferral / active EE | $9,854 | $5,538+77.9% | $5,096+93.4% | $6,396+54.1% |
| Admin fee / account holder | $834 | $10,024-91.7% | $9,162-90.9% | $12,562-93.4% |