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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 | $95,124 | $117,846-19.3% | $102,434-7.1% | $145,884-34.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.85% | 31.90%-20.1pp | 29.46%-17.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,273 | $3,615-37.1% | $3,023-24.8% | $4,662-51.3% |
| Participant deferral / active EE | $3,614 | $5,733-37.0% | $5,055-28.5% | $6,690-46.0% |
| Admin fee / account holder | $443 | $13,356-96.7% | $9,462-95.3% | $13,392-96.7% |