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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 | $92,224 | $124,980-26.2% | $108,359-14.9% | $154,746-40.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.85% | 45.00%-27.2pp | 36.89%-19.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $8,322 | $2,851+191.9% | $2,399+246.8% | $4,379+90.0% |
| Participant deferral / active EE | $6,609 | $4,743+39.4% | $4,137+59.8% | $6,730-1.8% |
| Admin fee / account holder | $538 | $11,502-95.3% | $9,741-94.5% | $14,365-96.3% |