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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 | $73,348 | $81,643-10.2% | $70,462+4.1% | $158,950-53.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 27.40% | 208.51%-181.1pp | 109.08%-81.7pp | 302.91%-275.5pp |
| Employer contribution / active EE | $3,535 | $3,218+9.9% | $2,737+29.1% | $4,762-25.8% |
| Participant deferral / active EE | $4,000 | $4,555-12.2% | $3,710+7.8% | $5,983-33.1% |
| Admin fee / account holder | $3,281 | $6,194-47.0% | $3,845-14.7% | $11,248-70.8% |