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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 | $63,958 | $111,535-42.7% | $105,223-39.2% | $137,256-53.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.45% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,014 | $3,939-48.9% | $3,689-45.4% | $4,156-51.5% |
| Participant deferral / active EE | $13,570 | $5,500+146.7% | $5,072+167.6% | $6,407+111.8% |
| Admin fee / account holder | $1,504 | $9,721-84.5% | $8,859-83.0% | $12,270-87.7% |