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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 | $88,822 | $111,535-20.4% | $105,223-15.6% | $137,256-35.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 39.50% | 237.85%-198.4pp | 180.65%-141.1pp | 220.34%-180.8pp |
| Employer contribution / active EE | $2,037 | $3,939-48.3% | $3,689-44.8% | $4,156-51.0% |
| Participant deferral / active EE | $8,287 | $5,500+50.7% | $5,072+63.4% | $6,407+29.4% |
| Admin fee / account holder | $2,797 | $9,721-71.2% | $8,859-68.4% | $12,270-77.2% |