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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 | $73,962 | $156,616-52.8% | $133,346-44.5% | $198,609-62.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 4.94% | 44.25%-39.3pp | 36.85%-31.9pp | 202.70%-197.8pp |
| Employer contribution / active EE | $1,742 | $3,368-48.3% | $2,853-38.9% | $5,055-65.5% |
| Participant deferral / active EE | $5,037 | $4,920+2.4% | $4,332+16.3% | $6,977-27.8% |
| Admin fee / account holder | $6,165 | $17,468-64.7% | $14,264-56.8% | $19,030-67.6% |