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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 | $85,325 | $161,352-47.1% | $134,172-36.4% | $137,256-37.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.32% | 28.72%-9.4pp | 25.30%-6.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $7,222 | $4,099+76.2% | $3,420+111.2% | $4,156+73.8% |
| Participant deferral / active EE | $6,864 | $5,552+23.6% | $4,690+46.3% | $6,407+7.1% |
| Admin fee / account holder | $2,538 | $15,028-83.1% | $12,016-78.9% | $12,270-79.3% |