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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 | $108,788 | $147,556-26.3% | $129,031-15.7% | $198,609-45.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.48% | 37.41%-16.9pp | 34.67%-14.2pp | 202.70%-182.2pp |
| Employer contribution / active EE | $8,428 | $3,645+131.2% | $3,226+161.2% | $5,055+66.7% |
| Participant deferral / active EE | $10,714 | $5,760+86.0% | $5,217+105.4% | $6,977+53.6% |
| Admin fee / account holder | $918 | $15,467-94.1% | $13,208-93.1% | $19,030-95.2% |