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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 | $46,121 | $111,535-58.6% | $105,223-56.2% | $137,256-66.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.92% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $9,447 | $3,939+139.8% | $3,689+156.1% | $4,156+127.3% |
| Participant deferral / active EE | $5,989 | $5,500+8.9% | $5,072+18.1% | $6,407-6.5% |
| Admin fee / account holder | $2,823 | $9,721-71.0% | $8,859-68.1% | $12,270-77.0% |