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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 | $86,706 | $142,426-39.1% | $115,167-24.7% | $152,909-43.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 25.52% | 41.48%-16.0pp | 35.60%-10.1pp | 345.46%-319.9pp |
| Employer contribution / active EE | $3,913 | $4,011-2.4% | $3,179+23.1% | $4,764-17.9% |
| Participant deferral / active EE | $5,096 | $5,165-1.3% | $4,169+22.2% | $5,851-12.9% |
| Admin fee / account holder | $1,011 | $8,464-88.1% | $7,089-85.7% | $11,601-91.3% |