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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 | $97,324 | $118,488-17.9% | $98,462-1.2% | $139,487-30.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 18.96%-2.8pp | 21.17%-5.0pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,716 | $3,611-52.5% | $3,049-43.7% | $4,755-63.9% |
| Participant deferral / active EE | $5,141 | $5,393-4.7% | $4,738+8.5% | $6,713-23.4% |
| Admin fee / account holder | $1,037 | $13,868-92.5% | $8,875-88.3% | $11,407-90.9% |