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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 | $67,082 | $110,379-39.2% | $102,412-34.5% | $145,884-54.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.94% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,530 | $4,216-40.0% | $3,870-34.6% | $4,662-45.7% |
| Participant deferral / active EE | $11,152 | $5,622+98.4% | $5,060+120.4% | $6,690+66.7% |
| Admin fee / account holder | $3,038 | $9,745-68.8% | $8,388-63.8% | $13,392-77.3% |