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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 | $92,967 | $149,778-37.9% | $118,946-21.8% | $158,966-41.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.07% | 19.95%-10.9pp | 35.89%-26.8pp | 302.95%-293.9pp |
| Employer contribution / active EE | $3,512 | $4,117-14.7% | $3,263+7.6% | $4,762-26.3% |
| Participant deferral / active EE | $2,400 | $5,225-54.1% | $4,266-43.7% | $5,983-59.9% |
| Admin fee / account holder | $4,190 | $8,604-51.3% | $6,581-36.3% | $11,250-62.8% |