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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 | $93,287 | $162,821-42.7% | $133,978-30.4% | $158,982-41.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.19% | 41.95%-25.8pp | 45.10%-28.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $5,177 | $4,976+4.0% | $3,919+32.1% | $4,763+8.7% |
| Participant deferral / active EE | $5,171 | $5,910-12.5% | $5,047+2.4% | $5,983-13.6% |
| Admin fee / account holder | $641 | $11,742-94.5% | $8,930-92.8% | $11,252-94.3% |