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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 | $93,018 | $165,381-43.8% | $149,730-37.9% | $158,966-41.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.57% | 348.29%-332.7pp | 276.70%-261.1pp | 302.95%-287.4pp |
| Employer contribution / active EE | $9,286 | $5,104+81.9% | $4,645+99.9% | $4,762+95.0% |
| Participant deferral / active EE | $8,038 | $7,182+11.9% | $6,843+17.5% | $5,983+34.4% |
| Admin fee / account holder | $4,239 | $10,809-60.8% | $9,310-54.5% | $11,250-62.3% |