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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 | $105,641 | $197,603-46.5% | $177,827-40.6% | $158,950-33.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.02% | 58.76%-33.7pp | 48.32%-23.3pp | 302.91%-277.9pp |
| Employer contribution / active EE | $1,700 | $6,698-74.6% | $5,918-71.3% | $4,762-64.3% |
| Participant deferral / active EE | $12,126 | $8,404+44.3% | $7,713+57.2% | $5,983+102.7% |
| Admin fee / account holder | $1,800 | $15,402-88.3% | $12,429-85.5% | $11,248-84.0% |