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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 | $105,960-37.2% | $81,726-18.6% | $158,982-58.2% |
| 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 | 302.99%-285.5pp |
| Employer contribution / active EE | $3,178 | $7,805-59.3% | $4,311-26.3% | $4,763-33.3% |
| Participant deferral / active EE | $15,167 | $13,011+16.6% | $7,108+113.4% | $5,983+153.5% |
| Admin fee / account holder | $374 | $8,494-95.6% | $5,160-92.8% | $11,252-96.7% |