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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 | $81,097 | $116,203-30.2% | $93,621-13.4% | $152,909-47.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 26.88% | 35.96%-9.1pp | 32.76%-5.9pp | 345.46%-318.6pp |
| Employer contribution / active EE | $2,108 | $3,219-34.5% | $2,719-22.5% | $4,764-55.8% |
| Participant deferral / active EE | $2,509 | $4,605-45.5% | $4,070-38.3% | $5,851-57.1% |
| Admin fee / account holder | $955 | $10,751-91.1% | $7,890-87.9% | $11,601-91.8% |