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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 | $76,115 | $117,846-35.4% | $102,434-25.7% | $145,884-47.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.95% | 31.90%-21.9pp | 29.46%-19.5pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,710 | $3,615-52.7% | $3,023-43.4% | $4,662-63.3% |
| Participant deferral / active EE | $6,697 | $5,733+16.8% | $5,055+32.5% | $6,690+0.1% |
| Admin fee / account holder | $3,938 | $13,356-70.5% | $9,462-58.4% | $13,392-70.6% |