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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 | $95,018 | $156,616-39.3% | $133,346-28.7% | $198,609-52.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 16.24% | 44.25%-28.0pp | 36.85%-20.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,480 | $3,368-56.1% | $2,853-48.1% | $5,055-70.7% |
| Participant deferral / active EE | $7,221 | $4,920+46.8% | $4,332+66.7% | $6,977+3.5% |
| Admin fee / account holder | $1,880 | $17,468-89.2% | $14,264-86.8% | $19,030-90.1% |