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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 | $76,103 | $111,535-31.8% | $105,223-27.7% | $137,256-44.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.33% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,229 | $3,939-43.4% | $3,689-39.6% | $4,156-46.4% |
| Participant deferral / active EE | $2,693 | $5,500-51.0% | $5,072-46.9% | $6,407-58.0% |
| Admin fee / account holder | $864 | $9,721-91.1% | $8,859-90.3% | $12,270-93.0% |