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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 | $64,238 | $111,535-42.4% | $105,223-39.0% | $137,256-53.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.36% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,122 | $3,939-46.1% | $3,689-42.5% | $4,156-48.9% |
| Participant deferral / active EE | $2,011 | $5,500-63.4% | $5,072-60.4% | $6,407-68.6% |
| Admin fee / account holder | $310 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |