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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 | $90,049 | $117,895-23.6% | $102,460-12.1% | $145,897-38.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.74% | 31.92%-19.2pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,041 | $3,619-43.6% | $3,025-32.5% | $4,663-56.2% |
| Participant deferral / active EE | $10,500 | $5,736+83.0% | $5,056+107.7% | $6,689+57.0% |
| Admin fee / account holder | $713 | $13,353-94.7% | $9,460-92.5% | $13,390-94.7% |