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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 | $82,386 | $111,535-26.1% | $105,223-21.7% | $137,256-40.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.53% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $9,397 | $3,939+138.5% | $3,689+154.8% | $4,156+126.1% |
| Participant deferral / active EE | $7,027 | $5,500+27.8% | $5,072+38.6% | $6,407+9.7% |
| Admin fee / account holder | $4,580 | $9,721-52.9% | $8,859-48.3% | $12,270-62.7% |