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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 | $68,389 | $97,125-29.6% | $86,233-20.7% | $137,256-50.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.10% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,905 | $2,841+37.4% | $2,504+55.9% | $4,156-6.0% |
| Participant deferral / active EE | $10,634 | $5,180+105.3% | $4,559+133.2% | $6,407+66.0% |
| Admin fee / account holder | $953 | $9,725-90.2% | $8,342-88.6% | $12,270-92.2% |