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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 | $85,785 | $117,895-27.2% | $102,460-16.3% | $145,897-41.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 31.92%-16.1pp | 29.47%-13.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,449 | $3,619-32.3% | $3,025-19.0% | $4,663-47.5% |
| Participant deferral / active EE | $4,233 | $5,736-26.2% | $5,056-16.3% | $6,689-36.7% |
| Admin fee / account holder | $78,896 | $13,353+490.9% | $9,460+734.0% | $13,390+489.2% |