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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 | $77,583 | $111,535-30.4% | $105,223-26.3% | $137,256-43.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.79% | 237.85%-215.1pp | 180.65%-157.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $5,977 | $3,939+51.7% | $3,689+62.1% | $4,156+43.8% |
| Participant deferral / active EE | $13,817 | $5,500+151.2% | $5,072+172.4% | $6,407+115.7% |
| Admin fee / account holder | $440 | $9,721-95.5% | $8,859-95.0% | $12,270-96.4% |