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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 | $71,287 | $103,392-31.1% | $87,104-18.2% | $152,897-53.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.22% | 28.10%-5.9pp | 28.19%-6.0pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,627 | $3,221-18.4% | $2,521+4.2% | $4,764-44.8% |
| Participant deferral / active EE | $5,283 | $4,778+10.6% | $4,048+30.5% | $5,851-9.7% |
| Admin fee / account holder | $8,200 | $12,194-32.8% | $7,491+9.5% | $11,599-29.3% |