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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 | $62,784 | $97,125-35.4% | $86,233-27.2% | $137,256-54.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.16% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $5,794 | $2,841+103.9% | $2,504+131.4% | $4,156+39.4% |
| Participant deferral / active EE | $11,962 | $5,180+130.9% | $4,559+162.4% | $6,407+86.7% |
| Admin fee / account holder | $5,831 | $9,725-40.0% | $8,342-30.1% | $12,270-52.5% |