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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 | $88,444 | $162,812-45.7% | $133,971-34.0% | $158,966-44.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.74% | 41.94%-27.2pp | 45.09%-30.4pp | 302.95%-288.2pp |
| Employer contribution / active EE | $4,838 | $4,976-2.8% | $3,919+23.5% | $4,762+1.6% |
| Participant deferral / active EE | $12,322 | $5,910+108.5% | $5,047+144.1% | $5,983+105.9% |
| Admin fee / account holder | $1,364 | $11,741-88.4% | $8,929-84.7% | $11,250-87.9% |