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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 | $91,950 | $117,829-22.0% | $102,423-10.2% | $145,877-37.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 31.83%-20.3pp | 29.42%-17.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $6,057 | $3,615+67.6% | $3,023+100.4% | $4,663+29.9% |
| Participant deferral / active EE | $2,897 | $5,732-49.5% | $5,054-42.7% | $6,691-56.7% |
| Admin fee / account holder | $3,342 | $13,335-74.9% | $9,455-64.6% | $13,402-75.1% |