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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 | $111,015 | $117,895-5.8% | $102,460+8.4% | $145,897-23.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.86% | 31.92%-14.1pp | 29.47%-11.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,672 | $3,619-53.8% | $3,025-44.7% | $4,663-64.1% |
| Participant deferral / active EE | $4,106 | $5,736-28.4% | $5,056-18.8% | $6,689-38.6% |
| Admin fee / account holder | $877 | $13,353-93.4% | $9,460-90.7% | $13,390-93.4% |