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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 | $86,203 | $117,895-26.9% | $102,460-15.9% | $145,897-40.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 31.92%-18.4pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $5,965 | $3,619+64.8% | $3,025+97.2% | $4,663+27.9% |
| Participant deferral / active EE | $4,455 | $5,736-22.3% | $5,056-11.9% | $6,689-33.4% |
| Admin fee / account holder | $7,580 | $13,353-43.2% | $9,460-19.9% | $13,390-43.4% |