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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 | $82,317 | $106,280-22.5% | $96,538-14.7% | $139,487-41.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.77% | 38.48%-15.7pp | 35.74%-13.0pp | 373.84%-351.1pp |
| Employer contribution / active EE | $1,737 | $4,107-57.7% | $3,740-53.6% | $4,755-63.5% |
| Participant deferral / active EE | $15,715 | $5,457+188.0% | $4,880+222.0% | $6,713+134.1% |
| Admin fee / account holder | $8,167 | $7,888+3.5% | $6,737+21.2% | $11,407-28.4% |