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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 | $93,744 | $123,155-23.9% | $108,753-13.8% | $155,188-39.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.18% | 44.73%-36.6pp | 37.47%-29.3pp | 148.84%-140.7pp |
| Employer contribution / active EE | $2,677 | $2,811-4.8% | $2,427+10.3% | $4,248-37.0% |
| Participant deferral / active EE | $15,728 | $4,623+240.2% | $4,115+282.2% | $6,531+140.8% |
| Admin fee / account holder | $25,043 | $12,126+106.5% | $10,320+142.7% | $14,480+73.0% |