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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 | $84,699 | $157,829-46.3% | $136,867-38.1% | $198,609-57.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.90% | 51.25%-39.4pp | 42.97%-31.1pp | 202.70%-190.8pp |
| Employer contribution / active EE | $5,381 | $3,923+37.2% | $3,547+51.7% | $5,055+6.4% |
| Participant deferral / active EE | $8,222 | $5,463+50.5% | $4,924+67.0% | $6,977+17.8% |
| Admin fee / account holder | $4,786 | $11,107-56.9% | $10,340-53.7% | $19,030-74.9% |