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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 | $86,874 | $110,240-21.2% | $96,544-10.0% | $139,487-37.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.06% | 26.41%-12.3pp | 25.88%-11.8pp | 373.84%-359.8pp |
| Employer contribution / active EE | $30,164 | $3,622+732.7% | $2,966+916.9% | $4,755+534.4% |
| Participant deferral / active EE | $18,616 | $5,549+235.5% | $4,851+283.7% | $6,713+177.3% |
| Admin fee / account holder | $754 | $11,602-93.5% | $8,254-90.9% | $11,407-93.4% |