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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 | $80,295 | $125,190-35.9% | $105,624-24.0% | $145,897-45.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.20% | 225.22%-212.0pp | 116.20%-103.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,298 | $3,720-38.2% | $3,168-27.4% | $4,663-50.7% |
| Participant deferral / active EE | $6,242 | $5,716+9.2% | $5,013+24.5% | $6,689-6.7% |
| Admin fee / account holder | $2,090 | $17,138-87.8% | $10,961-80.9% | $13,390-84.4% |