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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 | $82,270 | $118,488-30.6% | $98,462-16.4% | $139,487-41.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.32% | 18.96%-3.6pp | 21.17%-5.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $3,129 | $3,611-13.3% | $3,049+2.6% | $4,755-34.2% |
| Participant deferral / active EE | $3,911 | $5,393-27.5% | $4,738-17.5% | $6,713-41.7% |
| Admin fee / account holder | $3,318 | $13,868-76.1% | $8,875-62.6% | $11,407-70.9% |