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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 | $87,628 | $117,904-25.7% | $102,457-14.5% | $145,978-40.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 31.80%-21.7pp | 29.41%-19.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,466 | $3,613-31.8% | $3,022-18.4% | $4,662-47.1% |
| Participant deferral / active EE | $2,678 | $5,733-53.3% | $5,054-47.0% | $6,690-60.0% |
| Admin fee / account holder | $1,592 | $13,329-88.1% | $9,451-83.2% | $13,400-88.1% |