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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 | $79,252 | $111,535-28.9% | $105,223-24.7% | $137,256-42.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.52% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,000 | $3,939+26.9% | $3,689+35.6% | $4,156+20.3% |
| Participant deferral / active EE | $5,921 | $5,500+7.7% | $5,072+16.7% | $6,407-7.6% |
| Admin fee / account holder | $845 | $9,721-91.3% | $8,859-90.5% | $12,270-93.1% |