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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 | $124,980-24.0% | $108,359-12.3% | $154,746-38.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.24% | 45.00%-28.8pp | 36.89%-20.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,480 | $2,851-48.1% | $2,399-38.3% | $4,379-66.2% |
| Participant deferral / active EE | $7,221 | $4,743+52.2% | $4,137+74.5% | $6,730+7.3% |
| Admin fee / account holder | $1,880 | $11,502-83.7% | $9,741-80.7% | $14,365-86.9% |