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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 | $85,132 | $141,004-39.6% | $112,273-24.2% | $139,456-39.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.61% | 32.75%-16.1pp | 30.23%-13.6pp | 373.45%-356.8pp |
| Employer contribution / active EE | $2,644 | $4,285-38.3% | $3,431-23.0% | $4,753-44.4% |
| Participant deferral / active EE | $10,943 | $5,878+86.2% | $4,800+128.0% | $6,711+63.1% |
| Admin fee / account holder | $1,802 | $9,959-81.9% | $7,752-76.8% | $11,407-84.2% |