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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 | $91,382 | $212,777-57.1% | $173,703-47.4% | $198,609-54.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.14% | 18.82%+7.3pp | 17.46%+8.7pp | 202.70%-176.6pp |
| Employer contribution / active EE | $2,477 | $5,214-52.5% | $4,288-42.2% | $5,055-51.0% |
| Participant deferral / active EE | $5,875 | $5,697+3.1% | $4,854+21.0% | $6,977-15.8% |
| Admin fee / account holder | $1,671 | $19,536-91.4% | $15,562-89.3% | $19,030-91.2% |