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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 | $97,163 | $138,312-29.8% | $122,979-21.0% | $155,188-37.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 9.78% | 22.06%-12.3pp | 20.12%-10.3pp | 148.84%-139.1pp |
| Employer contribution / active EE | $2,481 | $3,530-29.7% | $3,062-19.0% | $4,248-41.6% |
| Participant deferral / active EE | $4,931 | $5,592-11.8% | $5,003-1.4% | $6,531-24.5% |
| Admin fee / account holder | $70,045 | $15,089+364.2% | $12,864+444.5% | $14,480+383.7% |