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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 | $85,819 | $105,856-18.9% | $90,161-4.8% | $147,586-41.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.61% | 37.63%-22.0pp | 34.89%-19.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,654 | $4,126-35.7% | $3,318-20.0% | $4,876-45.6% |
| Participant deferral / active EE | $12,619 | $5,733+120.1% | $5,287+138.7% | $5,439+132.0% |
| Admin fee / account holder | $3,826 | $8,046-52.4% | $5,943-35.6% | $10,886-64.9% |