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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 | $68,632 | $112,935-39.2% | $90,970-24.6% | $158,966-56.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.76% | 215.79%-203.0pp | 134.58%-121.8pp | 302.95%-290.2pp |
| Employer contribution / active EE | $5,819 | $2,895+101.0% | $2,122+174.2% | $4,762+22.2% |
| Participant deferral / active EE | $3,890 | $4,129-5.8% | $3,373+15.3% | $5,983-35.0% |
| Admin fee / account holder | $597 | $8,045-92.6% | $5,960-90.0% | $11,250-94.7% |