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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 | $79,005 | $117,895-33.0% | $102,460-22.9% | $145,897-45.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.50% | 31.92%-21.4pp | 29.47%-19.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,586 | $3,619-28.5% | $3,025-14.5% | $4,663-44.5% |
| Participant deferral / active EE | $12,195 | $5,736+112.6% | $5,056+141.2% | $6,689+82.3% |
| Admin fee / account holder | $7,160 | $13,353-46.4% | $9,460-24.3% | $13,390-46.5% |