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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 | $89,577 | $162,821-45.0% | $133,978-33.1% | $158,982-43.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.52% | 41.95%-15.4pp | 45.10%-18.6pp | 302.99%-276.5pp |
| Employer contribution / active EE | $1,880 | $4,976-62.2% | $3,919-52.0% | $4,763-60.5% |
| Participant deferral / active EE | $7,363 | $5,910+24.6% | $5,047+45.9% | $5,983+23.1% |
| Admin fee / account holder | $37,949 | $11,742+223.2% | $8,930+325.0% | $11,252+237.3% |