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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 | $101,750 | $172,111-40.9% | $150,298-32.3% | $137,256-25.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.17% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $6,553 | $4,636+41.3% | $4,154+57.7% | $4,156+57.7% |
| Participant deferral / active EE | $5,227 | $6,166-15.2% | $5,453-4.1% | $6,407-18.4% |
| Admin fee / account holder | $9,963 | $16,471-39.5% | $14,116-29.4% | $12,270-18.8% |