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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 | $152,394-46.9% | $124,067-34.7% | $155,188-47.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 20.06% | 34.93%-14.9pp | 31.06%-11.0pp | 148.84%-128.8pp |
| Employer contribution / active EE | $3,726 | $2,398+55.4% | $2,166+72.1% | $4,248-12.3% |
| Participant deferral / active EE | $17,024 | $3,823+345.3% | $3,463+391.6% | $6,531+160.7% |
| Admin fee / account holder | $10,937 | $6,949+57.4% | $7,351+48.8% | $14,480-24.5% |