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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 | $89,129 | $114,013-21.8% | $103,693-14.0% | $155,188-42.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.42% | 49.31%-30.9pp | 47.61%-29.2pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,280 | $3,131+4.8% | $2,920+12.3% | $4,248-22.8% |
| Participant deferral / active EE | $11,955 | $4,970+140.5% | $4,579+161.1% | $6,531+83.0% |
| Admin fee / account holder | $1,309 | $8,407-84.4% | $7,858-83.3% | $14,480-91.0% |