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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 | $68,440 | $114,119-40.0% | $107,187-36.1% | $138,895-50.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.32% | 273.21%-258.9pp | 204.55%-190.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,822 | $4,059-30.5% | $3,782-25.4% | $4,194-32.7% |
| Participant deferral / active EE | $5,695 | $5,538+2.8% | $5,096+11.8% | $6,396-11.0% |
| Admin fee / account holder | $1,787 | $10,024-82.2% | $9,162-80.5% | $12,562-85.8% |