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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 | $93,006 | $81,664+13.9% | $70,476+32.0% | $158,966-41.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.69% | 208.59%-202.9pp | 109.12%-103.4pp | 302.95%-297.3pp |
| Employer contribution / active EE | $2,442 | $3,219-24.1% | $2,738-10.8% | $4,762-48.7% |
| Participant deferral / active EE | $4,194 | $4,556-8.0% | $3,710+13.0% | $5,983-29.9% |
| Admin fee / account holder | $4,676 | $6,197-24.5% | $3,847+21.6% | $11,250-58.4% |