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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 | $74,576 | $111,535-33.1% | $105,223-29.1% | $137,256-45.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.89% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,857 | $3,939-2.1% | $3,689+4.6% | $4,156-7.2% |
| Participant deferral / active EE | $12,643 | $5,500+129.9% | $5,072+149.3% | $6,407+97.3% |
| Admin fee / account holder | $8,626 | $9,721-11.3% | $8,859-2.6% | $12,270-29.7% |