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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 | $87,769 | $78,682+11.5% | $109,188-19.6% | $85,851+2.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.16% | 25.09%-10.9pp | 25.76%-11.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $5,191 | $2,734+89.9% | $3,723+39.4% | $2,565+102.3% |
| Participant deferral / active EE | $5,565 | $3,468+60.5% | $4,654+19.6% | $3,952+40.8% |
| Admin fee / account holder | $2,157 | $5,470-60.6% | $6,755-68.1% | $6,261-65.6% |