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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 | $95,663 | $111,535-14.2% | $105,223-9.1% | $137,256-30.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.32% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,403 | $3,939-64.4% | $3,689-62.0% | $4,156-66.2% |
| Participant deferral / active EE | $6,822 | $5,500+24.0% | $5,072+34.5% | $6,407+6.5% |
| Admin fee / account holder | $17,844 | $9,721+83.6% | $8,859+101.4% | $12,270+45.4% |