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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 | $94,405 | $162,821-42.0% | $133,978-29.5% | $158,982-40.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.98% | 41.95%-27.0pp | 45.10%-30.1pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,965 | $4,976-60.5% | $3,919-49.9% | $4,763-58.7% |
| Participant deferral / active EE | $12,007 | $5,910+103.1% | $5,047+137.9% | $5,983+100.7% |
| Admin fee / account holder | $14,284 | $11,742+21.7% | $8,930+60.0% | $11,252+27.0% |