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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 | $84,211 | $115,911-27.3% | $100,530-16.2% | $158,950-47.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.78% | 34.80%-14.0pp | 30.89%-10.1pp | 302.91%-282.1pp |
| Employer contribution / active EE | $7,901 | $4,104+92.5% | $3,418+131.2% | $4,762+65.9% |
| Participant deferral / active EE | $9,324 | $6,676+39.7% | $6,271+48.7% | $5,983+55.8% |
| Admin fee / account holder | $1,346 | $10,999-87.8% | $8,083-83.3% | $11,248-88.0% |