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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 | $65,984 | $111,535-40.8% | $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 | 13.28% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $9,086 | $3,939+130.6% | $3,689+146.3% | $4,156+118.6% |
| Participant deferral / active EE | $5,346 | $5,500-2.8% | $5,072+5.4% | $6,407-16.6% |
| Admin fee / account holder | $12,006 | $9,721+23.5% | $8,859+35.5% | $12,270-2.2% |