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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 | $81,171 | $124,980-35.1% | $108,359-25.1% | $154,746-47.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.91% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,451 | $2,851+56.1% | $2,399+85.5% | $4,379+1.6% |
| Participant deferral / active EE | $5,415 | $4,743+14.2% | $4,137+30.9% | $6,730-19.5% |
| Admin fee / account holder | $864 | $11,502-92.5% | $9,741-91.1% | $14,365-94.0% |