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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 | $91,278 | $111,535-18.2% | $105,223-13.3% | $137,256-33.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.96% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $10,833 | $3,939+175.0% | $3,689+193.7% | $4,156+160.7% |
| Participant deferral / active EE | $5,990 | $5,500+8.9% | $5,072+18.1% | $6,407-6.5% |
| Admin fee / account holder | $6,333 | $9,721-34.9% | $8,859-28.5% | $12,270-48.4% |