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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 | $66,529 | $105,929-37.2% | $81,926-18.8% | $158,950-58.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.52% | 38.19%-20.7pp | 29.49%-12.0pp | 302.91%-285.4pp |
| Employer contribution / active EE | $3,178 | $7,802-59.3% | $4,310-26.3% | $4,762-33.3% |
| Participant deferral / active EE | $15,167 | $13,007+16.6% | $7,108+113.4% | $5,983+153.5% |
| Admin fee / account holder | $374 | $8,492-95.6% | $5,159-92.8% | $11,248-96.7% |