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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 | $78,995 | $96,731-18.3% | $123,973-36.3% | $86,983-9.2% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 17.62% | 17.33%+0.3pp | 388.13%-370.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $3,703 | $3,297+12.3% | $4,126-10.2% | $2,584+43.3% |
| Participant deferral / active EE | $6,070 | $4,152+46.2% | $5,247+15.7% | $4,194+44.7% |
| Admin fee / account holder | $1,107 | $8,722-87.3% | $11,799-90.6% | $7,856-85.9% |