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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 | $84,031 | $115,810-27.4% | $101,271-17.0% | $158,966-47.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.80% | 56.15%-41.4pp | 46.48%-31.7pp | 302.95%-288.1pp |
| Employer contribution / active EE | $3,996 | $4,175-4.3% | $3,660+9.2% | $4,762-16.1% |
| Participant deferral / active EE | $4,467 | $4,958-9.9% | $4,371+2.2% | $5,983-25.3% |
| Admin fee / account holder | $2,897 | $7,248-60.0% | $5,948-51.3% | $11,250-74.3% |