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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 | $98,103 | $111,535-12.0% | $105,223-6.8% | $137,256-28.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.69% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $13,079 | $3,939+232.0% | $3,689+254.6% | $4,156+214.7% |
| Participant deferral / active EE | $6,892 | $5,500+25.3% | $5,072+35.9% | $6,407+7.6% |
| Admin fee / account holder | $16,321 | $9,721+67.9% | $8,859+84.2% | $12,270+33.0% |