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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 | $50,675 | $111,535-54.6% | $105,223-51.8% | $137,256-63.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.95% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $6,033 | $3,939+53.2% | $3,689+63.6% | $4,156+45.2% |
| Participant deferral / active EE | $6,617 | $5,500+20.3% | $5,072+30.5% | $6,407+3.3% |
| Admin fee / account holder | $1,677 | $9,721-82.8% | $8,859-81.1% | $12,270-86.3% |