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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 | $87,956 | $111,535-21.1% | $105,223-16.4% | $137,256-35.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.24% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,501 | $3,939-36.5% | $3,689-32.2% | $4,156-39.8% |
| Participant deferral / active EE | $4,218 | $5,500-23.3% | $5,072-16.8% | $6,407-34.2% |
| Admin fee / account holder | $694 | $9,721-92.9% | $8,859-92.2% | $12,270-94.3% |