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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 | $77,884 | $151,427-48.6% | $112,860-31.0% | $154,746-49.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 13.08% | 30.95%-17.9pp | 35.26%-22.2pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,425 | $2,750-11.8% | $2,206+9.9% | $4,379-44.6% |
| Participant deferral / active EE | $2,852 | $4,285-33.4% | $3,493-18.4% | $6,730-57.6% |
| Admin fee / account holder | $3,927 | $7,369-46.7% | $6,841-42.6% | $14,365-72.7% |