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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 | $72,057 | $111,535-35.4% | $105,223-31.5% | $137,256-47.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.20% | 237.85%-224.7pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,010 | $3,939-74.4% | $3,689-72.6% | $4,156-75.7% |
| Participant deferral / active EE | $6,126 | $5,500+11.4% | $5,072+20.8% | $6,407-4.4% |
| Admin fee / account holder | $1,099 | $9,721-88.7% | $8,859-87.6% | $12,270-91.0% |