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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 | $46,341 | $111,535-58.5% | $105,223-56.0% | $137,256-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.85% | 237.85%-211.0pp | 180.65%-153.8pp | 220.34%-193.5pp |
| Employer contribution / active EE | $4,889 | $3,939+24.1% | $3,689+32.6% | $4,156+17.6% |
| Participant deferral / active EE | $3,834 | $5,500-30.3% | $5,072-24.4% | $6,407-40.2% |
| Admin fee / account holder | $2,401 | $9,721-75.3% | $8,859-72.9% | $12,270-80.4% |