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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 | $72,360 | $117,904-38.6% | $102,457-29.4% | $145,978-50.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.55% | 31.80%-19.3pp | 29.41%-16.9pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,297 | $3,613-36.4% | $3,022-24.0% | $4,662-50.7% |
| Participant deferral / active EE | $8,054 | $5,733+40.5% | $5,054+59.4% | $6,690+20.4% |
| Admin fee / account holder | $368 | $13,329-97.2% | $9,451-96.1% | $13,400-97.3% |