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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 | $83,923 | $124,980-32.9% | $108,359-22.6% | $154,746-45.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 26.77% | 45.00%-18.2pp | 36.89%-10.1pp | 172.34%-145.6pp |
| Employer contribution / active EE | $5,001 | $2,851+75.4% | $2,399+108.4% | $4,379+14.2% |
| Participant deferral / active EE | $12,998 | $4,743+174.0% | $4,137+214.2% | $6,730+93.1% |
| Admin fee / account holder | $2,968 | $11,502-74.2% | $9,741-69.5% | $14,365-79.3% |