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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 | $78,004 | $116,203-32.9% | $93,621-16.7% | $152,897-49.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.01% | 35.96%-12.0pp | 32.76%-8.7pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,689 | $3,219-47.5% | $2,719-37.9% | $4,764-64.5% |
| Participant deferral / active EE | $4,345 | $4,605-5.6% | $4,070+6.8% | $5,851-25.7% |
| Admin fee / account holder | $15,286 | $10,751+42.2% | $7,890+93.7% | $11,599+31.8% |