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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 | $112,729-15.7% | $98,716-3.7% | $137,256-30.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.24% | 38.48%-22.2pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,480 | $2,725-45.7% | $2,279-35.0% | $4,156-64.4% |
| Participant deferral / active EE | $7,221 | $4,640+55.6% | $4,048+78.4% | $6,407+12.7% |
| Admin fee / account holder | $1,880 | $10,129-81.4% | $8,703-78.4% | $12,270-84.7% |