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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 | $85,320 | $165,399-48.4% | $149,745-43.0% | $158,982-46.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.59% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $2,303 | $5,105-54.9% | $4,646-50.4% | $4,763-51.6% |
| Participant deferral / active EE | $6,637 | $7,183-7.6% | $6,843-3.0% | $5,983+10.9% |
| Admin fee / account holder | $21,599 | $10,811+99.8% | $9,312+132.0% | $11,252+92.0% |