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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 | $56,786 | $111,535-49.1% | $105,223-46.0% | $137,256-58.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.83% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,931 | $3,939-0.2% | $3,689+6.6% | $4,156-5.4% |
| Participant deferral / active EE | $5,774 | $5,500+5.0% | $5,072+13.8% | $6,407-9.9% |
| Admin fee / account holder | $8,274 | $9,721-14.9% | $8,859-6.6% | $12,270-32.6% |