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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 | $24,794 | $111,535-77.8% | $105,223-76.4% | $137,256-81.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.33% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,580 | $3,939-9.1% | $3,689-2.9% | $4,156-13.9% |
| Participant deferral / active EE | $6,691 | $5,500+21.7% | $5,072+31.9% | $6,407+4.4% |
| Admin fee / account holder | $6,135 | $9,721-36.9% | $8,859-30.8% | $12,270-50.0% |