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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 | $63,272 | $115,796-45.4% | $101,264-37.5% | $158,950-60.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.02% | 56.15%-46.1pp | 46.48%-36.5pp | 302.91%-292.9pp |
| Employer contribution / active EE | $2,277 | $4,175-45.5% | $3,660-37.8% | $4,762-52.2% |
| Participant deferral / active EE | $5,336 | $4,958+7.6% | $4,370+22.1% | $5,983-10.8% |
| Admin fee / account holder | $1,316 | $7,247-81.8% | $5,947-77.9% | $11,248-88.3% |