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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 | $73,138 | $123,155-40.6% | $108,753-32.7% | $155,188-52.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.61% | 44.73%-30.1pp | 37.47%-22.9pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,395 | $2,811+20.7% | $2,427+39.9% | $4,248-20.1% |
| Participant deferral / active EE | $8,839 | $4,623+91.2% | $4,115+114.8% | $6,531+35.3% |
| Admin fee / account holder | $1,371 | $12,126-88.7% | $10,320-86.7% | $14,480-90.5% |