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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 | $68,123 | $211,288-67.8% | $178,540-61.8% | $145,884-53.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.39% | 30.27%-15.9pp | 27.15%-12.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,867 | $4,574-37.3% | $3,953-27.5% | $4,662-38.5% |
| Participant deferral / active EE | $7,545 | $6,967+8.3% | $6,281+20.1% | $6,690+12.8% |
| Admin fee / account holder | $4,862 | $12,105-59.8% | $10,424-53.4% | $13,392-63.7% |