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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 | $68,167 | $111,535-38.9% | $105,223-35.2% | $137,256-50.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.48% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $8,165 | $3,939+107.3% | $3,689+121.4% | $4,156+96.5% |
| Participant deferral / active EE | $5,687 | $5,500+3.4% | $5,072+12.1% | $6,407-11.2% |
| Admin fee / account holder | $7,702 | $9,721-20.8% | $8,859-13.1% | $12,270-37.2% |