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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 | $65,377 | $111,535-41.4% | $105,223-37.9% | $137,256-52.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.54% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,177 | $3,939-44.7% | $3,689-41.0% | $4,156-47.6% |
| Participant deferral / active EE | $6,767 | $5,500+23.0% | $5,072+33.4% | $6,407+5.6% |
| Admin fee / account holder | $1,776 | $9,721-81.7% | $8,859-80.0% | $12,270-85.5% |