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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 | $90,245 | $117,895-23.5% | $102,460-11.9% | $145,897-38.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.95% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,538 | $3,619-57.5% | $3,025-49.1% | $4,663-67.0% |
| Participant deferral / active EE | $5,565 | $5,736-3.0% | $5,056+10.1% | $6,689-16.8% |
| Admin fee / account holder | $1,530 | $13,353-88.5% | $9,460-83.8% | $13,390-88.6% |