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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 | $69,475 | $172,111-59.6% | $150,298-53.8% | $137,256-49.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.41% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,282 | $4,636-50.8% | $4,154-45.1% | $4,156-45.1% |
| Participant deferral / active EE | $5,876 | $6,166-4.7% | $5,453+7.8% | $6,407-8.3% |
| Admin fee / account holder | $1,710 | $16,471-89.6% | $14,116-87.9% | $12,270-86.1% |