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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 | $68,925 | $112,729-38.9% | $98,716-30.2% | $137,256-49.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.42% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,856 | $2,725+41.5% | $2,279+69.2% | $4,156-7.2% |
| Participant deferral / active EE | $3,993 | $4,640-13.9% | $4,048-1.4% | $6,407-37.7% |
| Admin fee / account holder | $2,545 | $10,129-74.9% | $8,703-70.8% | $12,270-79.3% |