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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 | $87,895 | $117,895-25.4% | $102,460-14.2% | $145,897-39.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 31.92%-21.6pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,693 | $3,619-25.6% | $3,025-11.0% | $4,663-42.2% |
| Participant deferral / active EE | $3,926 | $5,736-31.5% | $5,056-22.3% | $6,689-41.3% |
| Admin fee / account holder | $3,338 | $13,353-75.0% | $9,460-64.7% | $13,390-75.1% |