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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 | $72,848 | $99,053-26.5% | $88,179-17.4% | $138,895-47.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 12.24% | 78.17%-65.9pp | 64.97%-52.7pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,724 | $2,882-40.2% | $2,549-32.4% | $4,194-58.9% |
| Participant deferral / active EE | $2,333 | $5,225-55.4% | $4,614-49.4% | $6,396-63.5% |
| Admin fee / account holder | $556 | $8,748-93.6% | $7,673-92.8% | $12,562-95.6% |