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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 | $72,078 | $97,765-26.3% | $103,486-30.4% | $145,884-50.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.98% | 25.44%-7.5pp | 23.93%-5.9pp | 551.85%-533.9pp |
| Employer contribution / active EE | $1,838 | $4,687-60.8% | $4,679-60.7% | $4,662-60.6% |
| Participant deferral / active EE | $7,052 | $6,606+6.8% | $6,628+6.4% | $6,690+5.4% |
| Admin fee / account holder | $6,303 | $12,505-49.6% | $9,354-32.6% | $13,392-52.9% |