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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 | $71,688 | $111,535-35.7% | $105,223-31.9% | $137,256-47.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.09% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,855 | $3,939-52.9% | $3,689-49.7% | $4,156-55.4% |
| Participant deferral / active EE | $4,385 | $5,500-20.3% | $5,072-13.5% | $6,407-31.6% |
| Admin fee / account holder | $5,575 | $9,721-42.6% | $8,859-37.1% | $12,270-54.6% |