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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 | $79,667 | $112,935-29.5% | $90,970-12.4% | $158,966-49.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.62% | 215.79%-202.2pp | 134.58%-121.0pp | 302.95%-289.3pp |
| Employer contribution / active EE | $2,011 | $2,895-30.5% | $2,122-5.3% | $4,762-57.8% |
| Participant deferral / active EE | $5,016 | $4,129+21.5% | $3,373+48.7% | $5,983-16.2% |
| Admin fee / account holder | $1,067 | $8,045-86.7% | $5,960-82.1% | $11,250-90.5% |