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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 | $89,401 | $103,393-13.5% | $87,103+2.6% | $152,909-41.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.85% | 28.10%-7.2pp | 28.19%-7.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $2,094 | $3,221-35.0% | $2,521-17.0% | $4,764-56.1% |
| Participant deferral / active EE | $5,577 | $4,778+16.7% | $4,049+37.8% | $5,851-4.7% |
| Admin fee / account holder | $4,777 | $12,195-60.8% | $7,491-36.2% | $11,601-58.8% |