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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 | $81,029 | $124,980-35.2% | $108,359-25.2% | $154,746-47.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.63% | 45.00%-32.4pp | 36.89%-24.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,677 | $2,851-41.2% | $2,399-30.1% | $4,379-61.7% |
| Participant deferral / active EE | $22,583 | $4,743+376.2% | $4,137+445.9% | $6,730+235.5% |
| Admin fee / account holder | $41,856 | $11,502+263.9% | $9,741+329.7% | $14,365+191.4% |