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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 | $70,283 | $124,980-43.8% | $108,359-35.1% | $154,746-54.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.29% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,935 | $2,851+3.0% | $2,399+22.3% | $4,379-33.0% |
| Participant deferral / active EE | $9,779 | $4,743+106.2% | $4,137+136.4% | $6,730+45.3% |
| Admin fee / account holder | $2,264 | $11,502-80.3% | $9,741-76.8% | $14,365-84.2% |