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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 | $63,902 | $111,535-42.7% | $105,223-39.3% | $137,256-53.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.94% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,812 | $3,939+22.2% | $3,689+30.5% | $4,156+15.8% |
| Participant deferral / active EE | $4,891 | $5,500-11.1% | $5,072-3.6% | $6,407-23.7% |
| Admin fee / account holder | $6,139 | $9,721-36.8% | $8,859-30.7% | $12,270-50.0% |