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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 | $117,846-25.6% | $102,434-14.5% | $145,884-39.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 31.90%-21.8pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,466 | $3,615-31.8% | $3,023-18.4% | $4,662-47.1% |
| Participant deferral / active EE | $2,678 | $5,733-53.3% | $5,055-47.0% | $6,690-60.0% |
| Admin fee / account holder | $1,592 | $13,356-88.1% | $9,462-83.2% | $13,392-88.1% |