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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 | $78,781 | $114,013-30.9% | $103,693-24.0% | $155,188-49.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.50% | 49.31%-31.8pp | 47.61%-30.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,809 | $3,131-42.2% | $2,920-38.1% | $4,248-57.4% |
| Participant deferral / active EE | $6,376 | $4,970+28.3% | $4,579+39.2% | $6,531-2.4% |
| Admin fee / account holder | $723 | $8,407-91.4% | $7,858-90.8% | $14,480-95.0% |