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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 | $79,214 | $110,212-28.1% | $96,534-17.9% | $139,466-43.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.96% | 26.42%-11.5pp | 25.88%-10.9pp | 373.66%-358.7pp |
| Employer contribution / active EE | $2,608 | $3,620-28.0% | $2,965-12.1% | $4,754-45.1% |
| Participant deferral / active EE | $5,098 | $5,547-8.1% | $4,851+5.1% | $6,712-24.0% |
| Admin fee / account holder | $22,443 | $11,599+93.5% | $8,253+171.9% | $11,409+96.7% |