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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 | $156,616-43.5% | $133,346-33.7% | $198,609-55.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 18.74% | 44.25%-25.5pp | 36.85%-18.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $4,110 | $3,368+22.0% | $2,853+44.0% | $5,055-18.7% |
| Participant deferral / active EE | $9,666 | $4,920+96.5% | $4,332+123.1% | $6,977+38.5% |
| Admin fee / account holder | $858 | $17,468-95.1% | $14,264-94.0% | $19,030-95.5% |