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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 | $65,968 | $111,535-40.9% | $105,223-37.3% | $137,256-51.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.53% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,785 | $3,939-3.9% | $3,689+2.6% | $4,156-8.9% |
| Participant deferral / active EE | $3,280 | $5,500-40.4% | $5,072-35.3% | $6,407-48.8% |
| Admin fee / account holder | $40,109 | $9,721+312.6% | $8,859+352.8% | $12,270+226.9% |