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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 | $82,541 | $83,337-1.0% | $67,834+21.7% | $273,972-69.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.20% | 259.45%-251.2pp | 138.47%-130.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,578 | $3,287-21.6% | $2,403+7.3% | $4,869-47.1% |
| Participant deferral / active EE | $4,157 | $4,088+1.7% | $3,160+31.6% | $5,287-21.4% |
| Admin fee / account holder | $372 | $6,752-94.5% | $4,622-92.0% | $10,133-96.3% |