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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 | $68,968 | $112,729-38.8% | $98,716-30.1% | $137,256-49.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.34% | 38.48%-16.1pp | 31.81%-9.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,759 | $2,725-35.5% | $2,279-22.8% | $4,156-57.7% |
| Participant deferral / active EE | $6,779 | $4,640+46.1% | $4,048+67.5% | $6,407+5.8% |
| Admin fee / account holder | $3,809 | $10,129-62.4% | $8,703-56.2% | $12,270-69.0% |