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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 | $78,724 | $141,001-44.2% | $112,228-29.9% | $139,487-43.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.66% | 32.75%-15.1pp | 30.23%-12.6pp | 373.84%-356.2pp |
| Employer contribution / active EE | $9,953 | $4,285+132.3% | $3,432+190.0% | $4,755+109.3% |
| Participant deferral / active EE | $16,780 | $5,877+185.5% | $4,800+249.6% | $6,713+150.0% |
| Admin fee / account holder | $6,417 | $9,959-35.6% | $7,752-17.2% | $11,407-43.7% |