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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 | $84,944 | $81,696+4.0% | $70,494+20.5% | $158,982-46.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.16% | 208.70%-192.5pp | 109.16%-93.0pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,261 | $3,220-29.8% | $2,738-17.4% | $4,763-52.5% |
| Participant deferral / active EE | $3,723 | $4,558-18.3% | $3,711+0.3% | $5,983-37.8% |
| Admin fee / account holder | $479 | $6,200-92.3% | $3,848-87.6% | $11,252-95.7% |