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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 | $74,932 | $98,766-24.1% | $149,730-50.0% | $79,852-6.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.46% | 27.43%-4.0pp | 276.70%-253.2pp | 31.72%-8.3pp |
| Employer contribution / active EE | $2,404 | $3,217-25.3% | $4,645-48.2% | $2,471-2.7% |
| Participant deferral / active EE | $5,345 | $5,681-5.9% | $6,843-21.9% | $3,740+42.9% |
| Admin fee / account holder | $385 | $6,052-93.6% | $9,310-95.9% | $5,306-92.7% |