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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 | $82,246 | $117,895-30.2% | $102,460-19.7% | $145,897-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 31.92%-21.6pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $4,513 | $3,619+24.7% | $3,025+49.2% | $4,663-3.2% |
| Participant deferral / active EE | $4,679 | $5,736-18.4% | $5,056-7.5% | $6,689-30.1% |
| Admin fee / account holder | $851 | $13,353-93.6% | $9,460-91.0% | $13,390-93.6% |