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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 | $99,506 | $162,821-38.9% | $133,978-25.7% | $158,982-37.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.02% | 41.95%-21.9pp | 45.10%-25.1pp | 302.99%-283.0pp |
| Employer contribution / active EE | $3,159 | $4,976-36.5% | $3,919-19.4% | $4,763-33.7% |
| Participant deferral / active EE | $7,921 | $5,910+34.0% | $5,047+56.9% | $5,983+32.4% |
| Admin fee / account holder | $2,686 | $11,742-77.1% | $8,930-69.9% | $11,252-76.1% |