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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 | $102,800 | $77,908+31.9% | $149,696-31.3% | $75,173+36.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.49% | 31.73%-15.2pp | 134.46%-118.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,637 | $3,138-16.0% | $4,821-45.3% | $2,671-1.3% |
| Participant deferral / active EE | $6,133 | $3,411+79.8% | $5,682+7.9% | $4,126+48.6% |
| Admin fee / account holder | $851 | $5,950-85.7% | $13,212-93.6% | $5,651-84.9% |