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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 | $79,488 | $103,393-23.1% | $87,103-8.7% | $152,909-48.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.66% | 28.10%-10.4pp | 28.19%-10.5pp | 345.46%-327.8pp |
| Employer contribution / active EE | $2,904 | $3,221-9.8% | $2,521+15.2% | $4,764-39.0% |
| Participant deferral / active EE | $5,855 | $4,778+22.5% | $4,049+44.6% | $5,851+0.1% |
| Admin fee / account holder | $32,847 | $12,195+169.3% | $7,491+338.5% | $11,601+183.1% |