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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 | $79,137 | $156,616-49.5% | $133,346-40.7% | $198,609-60.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 22.19% | 44.25%-22.1pp | 36.85%-14.7pp | 202.70%-180.5pp |
| Employer contribution / active EE | $1,523 | $3,368-54.8% | $2,853-46.6% | $5,055-69.9% |
| Participant deferral / active EE | $9,902 | $4,920+101.3% | $4,332+128.6% | $6,977+41.9% |
| Admin fee / account holder | $2,065 | $17,468-88.2% | $14,264-85.5% | $19,030-89.1% |