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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 | $75,162 | $100,125-24.9% | $81,482-7.8% | $145,978-48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 34.44%-20.5pp | 24.79%-10.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,197 | $2,977-59.8% | $2,463-51.4% | $4,662-74.3% |
| Participant deferral / active EE | $1,140 | $4,609-75.3% | $3,885-70.6% | $6,690-83.0% |
| Admin fee / account holder | $13,939 | $8,198+70.0% | $5,761+141.9% | $13,400+4.0% |