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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 | $68,678 | $125,778-45.4% | $114,563-40.1% | $154,746-55.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.08% | 295.14%-277.1pp | 241.09%-223.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,976 | $2,806+6.1% | $2,592+14.8% | $4,379-32.0% |
| Participant deferral / active EE | $5,940 | $4,445+33.6% | $4,142+43.4% | $6,730-11.7% |
| Admin fee / account holder | $1,465 | $8,190-82.1% | $7,623-80.8% | $14,365-89.8% |