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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 | $69,159 | $85,024-18.7% | $70,544-2.0% | $139,466-50.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.29% | 30.39%-14.1pp | 32.79%-16.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,713 | $3,912-30.7% | $2,976-8.8% | $4,754-42.9% |
| Participant deferral / active EE | $9,735 | $5,891+65.2% | $4,568+113.1% | $6,712+45.0% |
| Admin fee / account holder | $4,951 | $8,928-44.5% | $6,427-23.0% | $11,409-56.6% |