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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 | $123,293 | $162,821-24.3% | $133,978-8.0% | $158,982-22.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.79% | 41.95%-29.2pp | 45.10%-32.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,263 | $4,976-74.6% | $3,919-67.8% | $4,763-73.5% |
| Participant deferral / active EE | $3,182 | $5,910-46.2% | $5,047-37.0% | $5,983-46.8% |
| Admin fee / account holder | $1,674 | $11,742-85.7% | $8,930-81.3% | $11,252-85.1% |