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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 | $75,100 | $111,535-32.7% | $105,223-28.6% | $137,256-45.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.03% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,537 | $3,939+15.2% | $3,689+23.0% | $4,156+9.2% |
| Participant deferral / active EE | $3,675 | $5,500-33.2% | $5,072-27.5% | $6,407-42.6% |
| Admin fee / account holder | $2,185 | $9,721-77.5% | $8,859-75.3% | $12,270-82.2% |