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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 | $84,121 | $104,251-19.3% | $91,004-7.6% | $147,586-43.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.67% | 27.06%-16.4pp | 4.60%+6.1pp | 578.59%-567.9pp |
| Employer contribution / active EE | $5,487 | $3,116+76.1% | $2,456+123.4% | $4,876+12.5% |
| Participant deferral / active EE | $3,253 | $4,195-22.5% | $3,548-8.3% | $5,439-40.2% |
| Admin fee / account holder | $503 | $8,948-94.4% | $5,417-90.7% | $10,886-95.4% |