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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 | $83,898 | $93,598-10.4% | $135,974-38.3% | $75,173+11.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.97% | 30.89%-13.9pp | 68.30%-51.3pp | 160.72%-143.8pp |
| Employer contribution / active EE | $2,890 | $3,538-18.3% | $4,859-40.5% | $2,671+8.2% |
| Participant deferral / active EE | $16,642 | $6,405+159.8% | $7,760+114.5% | $4,126+303.3% |
| Admin fee / account holder | $2,192 | $6,978-68.6% | $10,767-79.6% | $5,651-61.2% |