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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 | $98,199 | $151,427-35.2% | $112,860-13.0% | $154,746-36.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 5.73% | 30.95%-25.2pp | 35.26%-29.5pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,206 | $2,750-56.1% | $2,206-45.3% | $4,379-72.5% |
| Participant deferral / active EE | $4,881 | $4,285+13.9% | $3,493+39.7% | $6,730-27.5% |
| Admin fee / account holder | $22,348 | $7,369+203.3% | $6,841+226.7% | $14,365+55.6% |