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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 | $75,381 | $97,125-22.4% | $86,233-12.6% | $137,256-45.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.90% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,342 | $2,841+52.8% | $2,504+73.4% | $4,156+4.5% |
| Participant deferral / active EE | $9,731 | $5,180+87.9% | $4,559+113.4% | $6,407+51.9% |
| Admin fee / account holder | $4,375 | $9,725-55.0% | $8,342-47.6% | $12,270-64.3% |