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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 | $60,585 | $111,535-45.7% | $105,223-42.4% | $137,256-55.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.31% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,897 | $3,939-1.1% | $3,689+5.7% | $4,156-6.2% |
| Participant deferral / active EE | $5,466 | $5,500-0.6% | $5,072+7.8% | $6,407-14.7% |
| Admin fee / account holder | $10,515 | $9,721+8.2% | $8,859+18.7% | $12,270-14.3% |