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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 | $81,903 | $115,810-29.3% | $101,271-19.1% | $158,966-48.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.29% | 56.15%-38.9pp | 46.48%-29.2pp | 302.95%-285.7pp |
| Employer contribution / active EE | $4,670 | $4,175+11.8% | $3,660+27.6% | $4,762-2.0% |
| Participant deferral / active EE | $4,472 | $4,958-9.8% | $4,371+2.3% | $5,983-25.3% |
| Admin fee / account holder | $5,996 | $7,248-17.3% | $5,948+0.8% | $11,250-46.7% |