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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 | $71,080 | $106,280-33.1% | $96,538-26.4% | $139,487-49.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.49% | 38.48%-24.0pp | 35.74%-21.3pp | 373.84%-359.4pp |
| Employer contribution / active EE | $2,226 | $4,107-45.8% | $3,740-40.5% | $4,755-53.2% |
| Participant deferral / active EE | $10,464 | $5,457+91.8% | $4,880+114.4% | $6,713+55.9% |
| Admin fee / account holder | $1,369 | $7,888-82.6% | $6,737-79.7% | $11,407-88.0% |