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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 | $80,704 | $141,001-42.8% | $112,228-28.1% | $139,487-42.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.86% | 32.75%-15.9pp | 30.23%-13.4pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,665 | $4,285-37.8% | $3,432-22.3% | $4,755-43.9% |
| Participant deferral / active EE | $13,738 | $5,877+133.7% | $4,800+186.2% | $6,713+104.7% |
| Admin fee / account holder | $9,503 | $9,959-4.6% | $7,752+22.6% | $11,407-16.7% |