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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 | $84,608 | $88,996-4.9% | $78,004+8.5% | $138,895-39.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 11.32% | 28.03%-16.7pp | 31.07%-19.7pp | 145.39%-134.1pp |
| Employer contribution / active EE | $858 | $2,917-70.6% | $2,469-65.3% | $4,194-79.6% |
| Participant deferral / active EE | $3,761 | $4,724-20.4% | $4,092-8.1% | $6,396-41.2% |
| Admin fee / account holder | $17,925 | $8,807+103.5% | $7,578+136.5% | $12,562+42.7% |