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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 | $84,633 | $111,535-24.1% | $105,223-19.6% | $137,256-38.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.52% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,431 | $3,939-12.9% | $3,689-7.0% | $4,156-17.4% |
| Participant deferral / active EE | $18,680 | $5,500+239.6% | $5,072+268.3% | $6,407+191.6% |
| Admin fee / account holder | $1,400 | $9,721-85.6% | $8,859-84.2% | $12,270-88.6% |