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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 | $88,058 | $162,821-45.9% | $133,978-34.3% | $158,982-44.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.23% | 41.95%-29.7pp | 45.10%-32.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $3,972 | $4,976-20.2% | $3,919+1.3% | $4,763-16.6% |
| Participant deferral / active EE | $5,526 | $5,910-6.5% | $5,047+9.5% | $5,983-7.7% |
| Admin fee / account holder | $4,988 | $11,742-57.5% | $8,930-44.1% | $11,252-55.7% |