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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 | $80,982 | $151,427-46.5% | $112,860-28.2% | $154,746-47.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 20.06% | 30.95%-10.9pp | 35.26%-15.2pp | 172.34%-152.3pp |
| Employer contribution / active EE | $3,726 | $2,750+35.5% | $2,206+68.9% | $4,379-14.9% |
| Participant deferral / active EE | $17,024 | $4,285+297.3% | $3,493+387.4% | $6,730+152.9% |
| Admin fee / account holder | $10,937 | $7,369+48.4% | $6,841+59.9% | $14,365-23.9% |