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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 | $78,115 | $98,760-20.9% | $149,715-47.8% | $79,858-2.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.49% | 27.43%-11.9pp | 276.66%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,833 | $3,217-43.0% | $4,645-60.5% | $2,471-25.8% |
| Participant deferral / active EE | $13,021 | $5,681+129.2% | $6,842+90.3% | $3,740+248.1% |
| Admin fee / account holder | $9,168 | $6,053+51.5% | $9,310-1.5% | $5,306+72.8% |