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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 | $89,882 | $124,980-28.1% | $108,359-17.1% | $154,746-41.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.99% | 45.00%-35.0pp | 36.89%-26.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,979 | $2,851-30.6% | $2,399-17.5% | $4,379-54.8% |
| Participant deferral / active EE | $4,269 | $4,743-10.0% | $4,137+3.2% | $6,730-36.6% |
| Admin fee / account holder | $2,066 | $11,502-82.0% | $9,741-78.8% | $14,365-85.6% |