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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 | $77,242 | $112,729-31.5% | $98,716-21.8% | $137,256-43.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.98% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,047 | $2,725-61.6% | $2,279-54.0% | $4,156-74.8% |
| Participant deferral / active EE | $7,054 | $4,640+52.0% | $4,048+74.3% | $6,407+10.1% |
| Admin fee / account holder | $1,038 | $10,129-89.8% | $8,703-88.1% | $12,270-91.5% |