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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 | $60,186 | $97,125-38.0% | $86,233-30.2% | $137,256-56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.71% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,044 | $2,841+77.5% | $2,504+101.4% | $4,156+21.4% |
| Participant deferral / active EE | $19,272 | $5,180+272.1% | $4,559+322.7% | $6,407+200.8% |
| Admin fee / account holder | $4,916 | $9,725-49.5% | $8,342-41.1% | $12,270-59.9% |