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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 | $124,980-36.7% | $108,359-27.0% | $154,746-48.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.19% | 45.00%-22.8pp | 36.89%-14.7pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,523 | $2,851-46.6% | $2,399-36.5% | $4,379-65.2% |
| Participant deferral / active EE | $9,902 | $4,743+108.8% | $4,137+139.4% | $6,730+47.1% |
| Admin fee / account holder | $2,065 | $11,502-82.0% | $9,741-78.8% | $14,365-85.6% |