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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 | $156,616-46.4% | $133,346-37.1% | $198,609-57.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 26.77% | 44.25%-17.5pp | 36.85%-10.1pp | 202.70%-175.9pp |
| Employer contribution / active EE | $5,001 | $3,368+48.5% | $2,853+75.2% | $5,055-1.1% |
| Participant deferral / active EE | $12,998 | $4,920+164.2% | $4,332+200.0% | $6,977+86.3% |
| Admin fee / account holder | $2,968 | $17,468-83.0% | $14,264-79.2% | $19,030-84.4% |