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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 | $73,247 | $111,535-34.3% | $105,223-30.4% | $137,256-46.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.01% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,210 | $3,939-43.9% | $3,689-40.1% | $4,156-46.8% |
| Participant deferral / active EE | $2,380 | $5,500-56.7% | $5,072-53.1% | $6,407-62.9% |
| Admin fee / account holder | $806 | $9,721-91.7% | $8,859-90.9% | $12,270-93.4% |