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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 | $91,350 | $111,535-18.1% | $105,223-13.2% | $137,256-33.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 47.90% | 237.85%-189.9pp | 180.65%-132.7pp | 220.34%-172.4pp |
| Employer contribution / active EE | $3,042 | $3,939-22.8% | $3,689-17.5% | $4,156-26.8% |
| Participant deferral / active EE | $12,501 | $5,500+127.3% | $5,072+146.5% | $6,407+95.1% |
| Admin fee / account holder | $1,691 | $9,721-82.6% | $8,859-80.9% | $12,270-86.2% |