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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 | $68,758 | $111,535-38.4% | $105,223-34.7% | $137,256-49.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.72% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,120 | $3,939+4.6% | $3,689+11.7% | $4,156-0.9% |
| Participant deferral / active EE | $4,120 | $5,500-25.1% | $5,072-18.8% | $6,407-35.7% |
| Admin fee / account holder | $17,558 | $9,721+80.6% | $8,859+98.2% | $12,270+43.1% |