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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 | $98,147 | $112,729-12.9% | $98,716-0.6% | $137,256-28.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.63% | 38.48%-20.8pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,011 | $2,725+120.6% | $2,279+163.8% | $4,156+44.6% |
| Participant deferral / active EE | $6,002 | $4,640+29.3% | $4,048+48.3% | $6,407-6.3% |
| Admin fee / account holder | $1,300 | $10,129-87.2% | $8,703-85.1% | $12,270-89.4% |