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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 | $91,936 | $111,535-17.6% | $105,223-12.6% | $137,256-33.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.58% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,029 | $3,939-48.5% | $3,689-45.0% | $4,156-51.2% |
| Participant deferral / active EE | $5,388 | $5,500-2.0% | $5,072+6.2% | $6,407-15.9% |
| Admin fee / account holder | $554 | $9,721-94.3% | $8,859-93.7% | $12,270-95.5% |