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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 | $117,846-38.6% | $102,434-29.4% | $145,884-50.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.55% | 31.90%-19.4pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,297 | $3,615-36.5% | $3,023-24.0% | $4,662-50.7% |
| Participant deferral / active EE | $8,054 | $5,733+40.5% | $5,055+59.3% | $6,690+20.4% |
| Admin fee / account holder | $368 | $13,356-97.2% | $9,462-96.1% | $13,392-97.3% |