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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 | $74,602 | $165,939-55.0% | $122,354-39.0% | $147,586-49.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.29% | 34.56%-12.3pp | 30.28%-8.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $3,106 | $5,754-46.0% | $4,051-23.3% | $4,876-36.3% |
| Participant deferral / active EE | $3,791 | $4,005-5.3% | $3,287+15.3% | $5,439-30.3% |
| Admin fee / account holder | $9,001 | $7,425+21.2% | $5,479+64.3% | $10,886-17.3% |