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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 | $72,873 | $108,922-33.1% | $100,398-27.4% | $145,978-50.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 58.04%-41.1pp | 49.32%-32.4pp | 550.52%-533.6pp |
| Employer contribution / active EE | $3,932 | $4,426-11.1% | $3,946-0.3% | $4,662-15.6% |
| Participant deferral / active EE | $12,281 | $8,450+45.3% | $8,084+51.9% | $6,690+83.6% |
| Admin fee / account holder | $1,744 | $9,680-82.0% | $7,893-77.9% | $13,400-87.0% |