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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 | $122,571 | $172,111-28.8% | $150,298-18.4% | $137,256-10.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.02% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,307 | $4,636-28.7% | $4,154-20.4% | $4,156-20.4% |
| Participant deferral / active EE | $5,650 | $6,166-8.4% | $5,453+3.6% | $6,407-11.8% |
| Admin fee / account holder | $1,980 | $16,471-88.0% | $14,116-86.0% | $12,270-83.9% |