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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 | $82,193 | $93,589-12.2% | $135,942-39.5% | $75,181+9.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.99% | 30.90%-13.9pp | 68.28%-51.3pp | 160.69%-143.7pp |
| Employer contribution / active EE | $2,636 | $3,537-25.5% | $4,858-45.7% | $2,671-1.3% |
| Participant deferral / active EE | $7,045 | $6,405+10.0% | $7,759-9.2% | $4,126+70.7% |
| Admin fee / account holder | $2,069 | $6,977-70.3% | $10,764-80.8% | $5,650-63.4% |