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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 | $112,729-25.6% | $98,716-15.0% | $137,256-38.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 26.77% | 38.48%-11.7pp | 31.81%-5.0pp | 220.34%-193.6pp |
| Employer contribution / active EE | $5,001 | $2,725+83.5% | $2,279+119.5% | $4,156+20.3% |
| Participant deferral / active EE | $12,998 | $4,640+180.1% | $4,048+221.1% | $6,407+102.9% |
| Admin fee / account holder | $2,968 | $10,129-70.7% | $8,703-65.9% | $12,270-75.8% |