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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 | $70,628 | $172,111-59.0% | $150,298-53.0% | $137,256-48.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.04% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,518 | $4,636-24.1% | $4,154-15.3% | $4,156-15.4% |
| Participant deferral / active EE | $10,487 | $6,166+70.1% | $5,453+92.3% | $6,407+63.7% |
| Admin fee / account holder | $2,417 | $16,471-85.3% | $14,116-82.9% | $12,270-80.3% |