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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 | $61,178 | $111,535-45.1% | $105,223-41.9% | $137,256-55.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.62% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,409 | $3,939-13.5% | $3,689-7.6% | $4,156-18.0% |
| Participant deferral / active EE | $5,406 | $5,500-1.7% | $5,072+6.6% | $6,407-15.6% |
| Admin fee / account holder | $7,497 | $9,721-22.9% | $8,859-15.4% | $12,270-38.9% |