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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 | $88,362 | $162,821-45.7% | $133,978-34.0% | $158,982-44.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.03% | 41.95%-30.9pp | 45.10%-34.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,827 | $4,976-63.3% | $3,919-53.4% | $4,763-61.6% |
| Participant deferral / active EE | $4,437 | $5,910-24.9% | $5,047-12.1% | $5,983-25.8% |
| Admin fee / account holder | $621 | $11,742-94.7% | $8,930-93.0% | $11,252-94.5% |