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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 | $86,734 | $117,895-26.4% | $102,460-15.3% | $145,897-40.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 31.92%-20.8pp | 29.47%-18.3pp | 552.29%-541.2pp |
| Employer contribution / active EE | $6,860 | $3,619+89.6% | $3,025+126.8% | $4,663+47.1% |
| Participant deferral / active EE | $5,126 | $5,736-10.6% | $5,056+1.4% | $6,689-23.4% |
| Admin fee / account holder | $7,299 | $13,353-45.3% | $9,460-22.8% | $13,390-45.5% |