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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 | $56,726 | $111,535-49.1% | $105,223-46.1% | $137,256-58.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.53% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,681 | $3,939-6.6% | $3,689-0.2% | $4,156-11.4% |
| Participant deferral / active EE | $7,085 | $5,500+28.8% | $5,072+39.7% | $6,407+10.6% |
| Admin fee / account holder | $6,615 | $9,721-32.0% | $8,859-25.3% | $12,270-46.1% |