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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 | $89,849 | $162,821-44.8% | $133,978-32.9% | $158,982-43.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.81% | 41.95%-11.1pp | 45.10%-14.3pp | 302.99%-272.2pp |
| Employer contribution / active EE | $3,829 | $4,976-23.1% | $3,919-2.3% | $4,763-19.6% |
| Participant deferral / active EE | $4,878 | $5,910-17.5% | $5,047-3.4% | $5,983-18.5% |
| Admin fee / account holder | $4,088 | $11,742-65.2% | $8,930-54.2% | $11,252-63.7% |