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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 | $91,959 | $105,960-13.2% | $81,726+12.5% | $158,982-42.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.01% | 38.19%-28.2pp | 29.49%-19.5pp | 302.99%-293.0pp |
| Employer contribution / active EE | $5,954 | $7,805-23.7% | $4,311+38.1% | $4,763+25.0% |
| Participant deferral / active EE | $7,469 | $13,011-42.6% | $7,108+5.1% | $5,983+24.8% |
| Admin fee / account holder | $29,993 | $8,494+253.1% | $5,160+481.3% | $11,252+166.6% |