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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 | $204,319 | $124,425+64.2% | $112,040+82.4% | $137,256+48.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.72% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,561 | $3,411-24.9% | $2,954-13.3% | $4,156-38.4% |
| Participant deferral / active EE | $3,565 | $5,718-37.7% | $5,098-30.1% | $6,407-44.4% |
| Admin fee / account holder | $4,242 | $15,207-72.1% | $12,098-64.9% | $12,270-65.4% |