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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 | $86,584 | $172,111-49.7% | $150,298-42.4% | $137,256-36.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.75% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,570 | $4,636+20.2% | $4,154+34.1% | $4,156+34.0% |
| Participant deferral / active EE | $6,934 | $6,166+12.5% | $5,453+27.2% | $6,407+8.2% |
| Admin fee / account holder | $8,581 | $16,471-47.9% | $14,116-39.2% | $12,270-30.1% |