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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 | $99,053-29.5% | $88,179-20.8% | $138,895-49.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 19.41% | 78.17%-58.8pp | 64.97%-45.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $5,327 | $2,882+84.8% | $2,549+109.0% | $4,194+27.0% |
| Participant deferral / active EE | $13,376 | $5,225+156.0% | $4,614+189.9% | $6,396+109.1% |
| Admin fee / account holder | $4,135 | $8,748-52.7% | $7,673-46.1% | $12,562-67.1% |