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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 | $85,500 | $124,330-31.2% | $109,173-21.7% | $167,536-49.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.17% | 26.04%-10.9pp | 25.75%-10.6pp | 478.82%-463.6pp |
| Employer contribution / active EE | $6,176 | $4,209+46.7% | $3,723+65.9% | $4,839+27.6% |
| Participant deferral / active EE | $7,024 | $5,256+33.6% | $4,654+50.9% | $6,342+10.8% |
| Admin fee / account holder | $8,397 | $7,974+5.3% | $6,755+24.3% | $12,315-31.8% |