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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 | $78,265 | $111,535-29.8% | $105,223-25.6% | $137,256-43.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.78% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,901 | $3,939-26.3% | $3,689-21.3% | $4,156-30.2% |
| Participant deferral / active EE | $5,576 | $5,500+1.4% | $5,072+9.9% | $6,407-13.0% |
| Admin fee / account holder | $1,179 | $9,721-87.9% | $8,859-86.7% | $12,270-90.4% |