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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 | $79,773 | $123,155-35.2% | $108,753-26.6% | $155,188-48.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.79% | 44.73%-26.9pp | 37.47%-19.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $3,741 | $2,811+33.1% | $2,427+54.2% | $4,248-11.9% |
| Participant deferral / active EE | $7,552 | $4,623+63.4% | $4,115+83.5% | $6,531+15.6% |
| Admin fee / account holder | $6,930 | $12,126-42.9% | $10,320-32.8% | $14,480-52.1% |