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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 | $87,080 | $101,618-14.3% | $93,063-6.4% | $137,256-36.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.40% | 223.95%-204.5pp | 34.15%-14.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,082 | $2,707+50.8% | $2,476+64.9% | $4,156-1.8% |
| Participant deferral / active EE | $4,040 | $4,279-5.6% | $3,958+2.1% | $6,407-36.9% |
| Admin fee / account holder | $1,275 | $6,198-79.4% | $6,033-78.9% | $12,270-89.6% |