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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 | $96,375 | $117,829-18.2% | $102,423-5.9% | $145,877-33.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.80% | 31.83%-7.0pp | 29.42%-4.6pp | 551.28%-526.5pp |
| Employer contribution / active EE | $1,492 | $3,615-58.7% | $3,023-50.6% | $4,663-68.0% |
| Participant deferral / active EE | $5,239 | $5,732-8.6% | $5,054+3.7% | $6,691-21.7% |
| Admin fee / account holder | $792 | $13,335-94.1% | $9,455-91.6% | $13,402-94.1% |