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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 | $112,718 | $177,595-36.5% | $148,496-24.1% | $198,609-43.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.86% | 9.97%-2.1pp | 12.33%-4.5pp | 202.70%-194.8pp |
| Employer contribution / active EE | $1,951 | $4,098-52.4% | $3,497-44.2% | $5,055-61.4% |
| Participant deferral / active EE | $8,710 | $5,539+57.2% | $4,808+81.1% | $6,977+24.8% |
| Admin fee / account holder | $38,235 | $27,010+41.6% | $19,547+95.6% | $19,030+100.9% |