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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 | $88,460 | $124,980-29.2% | $108,359-18.4% | $154,746-42.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.74% | 45.00%-26.3pp | 36.89%-18.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,110 | $2,851+44.2% | $2,399+71.3% | $4,379-6.1% |
| Participant deferral / active EE | $9,666 | $4,743+103.8% | $4,137+133.6% | $6,730+43.6% |
| Admin fee / account holder | $858 | $11,502-92.5% | $9,741-91.2% | $14,365-94.0% |