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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 | $61,081 | $162,821-62.5% | $133,978-54.4% | $158,982-61.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.41% | 41.95%-19.5pp | 45.10%-22.7pp | 302.99%-280.6pp |
| Employer contribution / active EE | $2,501 | $4,976-49.7% | $3,919-36.2% | $4,763-47.5% |
| Participant deferral / active EE | $6,489 | $5,910+9.8% | $5,047+28.6% | $5,983+8.5% |
| Admin fee / account holder | $772 | $11,742-93.4% | $8,930-91.4% | $11,252-93.1% |