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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 | $85,485 | $100,262-14.7% | $81,370+5.1% | $145,897-41.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 34.52%-21.2pp | 24.85%-11.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,925 | $2,979-35.4% | $2,464-21.9% | $4,663-58.7% |
| Participant deferral / active EE | $3,987 | $4,612-13.5% | $3,885+2.6% | $6,689-40.4% |
| Admin fee / account holder | $1,015 | $8,163-87.6% | $5,749-82.3% | $13,390-92.4% |