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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 | $79,877 | $147,556-45.9% | $129,031-38.1% | $198,609-59.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.48% | 37.41%-19.9pp | 34.67%-17.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,141 | $3,645-13.8% | $3,226-2.6% | $5,055-37.9% |
| Participant deferral / active EE | $11,533 | $5,760+100.2% | $5,217+121.1% | $6,977+65.3% |
| Admin fee / account holder | $1,651 | $15,467-89.3% | $13,208-87.5% | $19,030-91.3% |