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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 | $86,203 | $117,829-26.8% | $102,423-15.8% | $145,877-40.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 31.83%-18.3pp | 29.42%-15.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $5,965 | $3,615+65.0% | $3,023+97.3% | $4,663+27.9% |
| Participant deferral / active EE | $4,455 | $5,732-22.3% | $5,054-11.8% | $6,691-33.4% |
| Admin fee / account holder | $7,580 | $13,335-43.2% | $9,455-19.8% | $13,402-43.4% |