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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 | $118,170 | $228,395-48.3% | $185,861-36.4% | $158,982-25.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.70% | 40.82%-35.1pp | 35.96%-30.3pp | 302.99%-297.3pp |
| Employer contribution / active EE | $4,178 | $4,968-15.9% | $4,088+2.2% | $4,763-12.3% |
| Participant deferral / active EE | $6,250 | $6,417-2.6% | $5,634+10.9% | $5,983+4.5% |
| Admin fee / account holder | $4,282 | $11,869-63.9% | $9,503-54.9% | $11,252-61.9% |