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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 | $86,426 | $106,280-18.7% | $96,538-10.5% | $139,487-38.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.93% | 38.48%-22.6pp | 35.74%-19.8pp | 373.84%-357.9pp |
| Employer contribution / active EE | $9,015 | $4,107+119.5% | $3,740+141.0% | $4,755+89.6% |
| Participant deferral / active EE | $3,688 | $5,457-32.4% | $4,880-24.4% | $6,713-45.1% |
| Admin fee / account holder | $1,371 | $7,888-82.6% | $6,737-79.7% | $11,407-88.0% |