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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 | $66,494 | $111,535-40.4% | $105,223-36.8% | $137,256-51.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.35% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $18,801 | $3,939+377.3% | $3,689+409.7% | $4,156+352.4% |
| Participant deferral / active EE | $9,427 | $5,500+71.4% | $5,072+85.9% | $6,407+47.1% |
| Admin fee / account holder | $4,282 | $9,721-56.0% | $8,859-51.7% | $12,270-65.1% |