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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 | $80,238 | $114,013-29.6% | $103,693-22.6% | $155,188-48.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 23.55% | 49.31%-25.8pp | 47.61%-24.1pp | 148.84%-125.3pp |
| Employer contribution / active EE | $3,031 | $3,131-3.2% | $2,920+3.8% | $4,248-28.6% |
| Participant deferral / active EE | $5,079 | $4,970+2.2% | $4,579+10.9% | $6,531-22.2% |
| Admin fee / account holder | $12,353 | $8,407+46.9% | $7,858+57.2% | $14,480-14.7% |