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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 | $69,770 | $114,119-38.9% | $107,187-34.9% | $138,895-49.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.23% | 273.21%-259.0pp | 204.55%-190.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $7,360 | $4,059+81.3% | $3,782+94.6% | $4,194+75.5% |
| Participant deferral / active EE | $3,541 | $5,538-36.1% | $5,096-30.5% | $6,396-44.6% |
| Admin fee / account holder | $1,892 | $10,024-81.1% | $9,162-79.4% | $12,562-84.9% |