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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 | $88,822 | $174,018-49.0% | $136,833-35.1% | $198,609-55.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 19.76% | 35.16%-15.4pp | 35.32%-15.6pp | 202.70%-182.9pp |
| Employer contribution / active EE | $9,857 | $1,571+527.4% | $1,319+647.6% | $5,055+95.0% |
| Participant deferral / active EE | $15,401 | $2,873+436.0% | $2,441+531.0% | $6,977+120.7% |
| Admin fee / account holder | $4,964 | $5,434-8.7% | $4,706+5.5% | $19,030-73.9% |