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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 | $84,406 | $117,895-28.4% | $102,460-17.6% | $145,897-42.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.72% | 31.92%-23.2pp | 29.47%-20.7pp | 552.29%-543.6pp |
| Employer contribution / active EE | $8,274 | $3,619+128.6% | $3,025+173.5% | $4,663+77.5% |
| Participant deferral / active EE | $4,685 | $5,736-18.3% | $5,056-7.4% | $6,689-30.0% |
| Admin fee / account holder | $1,941 | $13,353-85.5% | $9,460-79.5% | $13,390-85.5% |