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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 | $85,014 | $123,000-30.9% | $105,582-19.5% | $198,609-57.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 20.53% | 18.31%+2.2pp | 18.61%+1.9pp | 202.70%-182.2pp |
| Employer contribution / active EE | $3,000 | $3,582-16.2% | $2,984+0.5% | $5,055-40.7% |
| Participant deferral / active EE | $13,276 | $5,013+164.8% | $4,353+205.0% | $6,977+90.3% |
| Admin fee / account holder | $412 | $16,254-97.5% | $12,856-96.8% | $19,030-97.8% |