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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 | $69,804 | $97,125-28.1% | $86,233-19.1% | $137,256-49.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.41% | 74.19%-54.8pp | 61.39%-42.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,327 | $2,841+87.5% | $2,504+112.7% | $4,156+28.2% |
| Participant deferral / active EE | $13,376 | $5,180+158.2% | $4,559+193.4% | $6,407+108.8% |
| Admin fee / account holder | $4,135 | $9,725-57.5% | $8,342-50.4% | $12,270-66.3% |