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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 | $47,264 | $111,535-57.6% | $105,223-55.1% | $137,256-65.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.79% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,462 | $3,939-12.1% | $3,689-6.1% | $4,156-16.7% |
| Participant deferral / active EE | $7,952 | $5,500+44.6% | $5,072+56.8% | $6,407+24.1% |
| Admin fee / account holder | $2,453 | $9,721-74.8% | $8,859-72.3% | $12,270-80.0% |