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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 | $64,434 | $116,203-44.6% | $93,621-31.2% | $152,909-57.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.89% | 35.96%-20.1pp | 32.76%-16.9pp | 345.46%-329.6pp |
| Employer contribution / active EE | $3,048 | $3,219-5.3% | $2,719+12.1% | $4,764-36.0% |
| Participant deferral / active EE | $7,450 | $4,605+61.8% | $4,070+83.1% | $5,851+27.3% |
| Admin fee / account holder | $730 | $10,751-93.2% | $7,890-90.7% | $11,601-93.7% |