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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 | $95,368 | $77,449+23.1% | $69,483+37.3% | $152,909-37.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 10.81% | 39.09%-28.3pp | 28.99%-18.2pp | 345.46%-334.7pp |
| Employer contribution / active EE | $1,425 | $3,316-57.0% | $2,780-48.7% | $4,764-70.1% |
| Participant deferral / active EE | $2,092 | $4,415-52.6% | $3,537-40.9% | $5,851-64.3% |
| Admin fee / account holder | $456 | $6,210-92.7% | $3,841-88.1% | $11,601-96.1% |