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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 | $100,004-24.8% | $81,438-7.7% | $145,959-48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 34.34%-20.4pp | 24.74%-10.8pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,197 | $2,970-59.7% | $2,460-51.4% | $4,661-74.3% |
| Participant deferral / active EE | $1,140 | $4,603-75.2% | $3,883-70.6% | $6,689-82.9% |
| Admin fee / account holder | $13,939 | $8,202+70.0% | $5,764+141.9% | $13,398+4.0% |