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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 | $77,139 | $103,393-25.4% | $87,103-11.4% | $152,909-49.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.55% | 28.10%-10.6pp | 28.19%-10.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,903 | $3,221-40.9% | $2,521-24.5% | $4,764-60.1% |
| Participant deferral / active EE | $8,323 | $4,778+74.2% | $4,049+105.6% | $5,851+42.2% |
| Admin fee / account holder | $902 | $12,195-92.6% | $7,491-88.0% | $11,601-92.2% |