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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 | $87,672 | $136,860-35.9% | $120,344-27.1% | $154,746-43.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.50% | 21.38%-11.9pp | 20.30%-10.8pp | 172.34%-162.8pp |
| Employer contribution / active EE | $14,864 | $3,533+320.7% | $3,020+392.2% | $4,379+239.4% |
| Participant deferral / active EE | $4,921 | $5,793-15.1% | $5,135-4.2% | $6,730-26.9% |
| Admin fee / account holder | $96,202 | $15,393+525.0% | $12,742+655.0% | $14,365+569.7% |