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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 | $119,053 | $174,379-31.7% | $152,093-21.7% | $138,895-14.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.99% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,534 | $4,652-24.0% | $4,175-15.3% | $4,194-15.7% |
| Participant deferral / active EE | $5,843 | $6,159-5.1% | $5,451+7.2% | $6,396-8.6% |
| Admin fee / account holder | $75,846 | $16,880+349.3% | $14,497+423.2% | $12,562+503.8% |