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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 | $94,873 | $162,821-41.7% | $133,978-29.2% | $158,982-40.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.08% | 41.95%-30.9pp | 45.10%-34.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $2,910 | $4,976-41.5% | $3,919-25.7% | $4,763-38.9% |
| Participant deferral / active EE | $6,292 | $5,910+6.5% | $5,047+24.7% | $5,983+5.2% |
| Admin fee / account holder | $1,259 | $11,742-89.3% | $8,930-85.9% | $11,252-88.8% |