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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 | $80,804 | $107,809-25.0% | $97,032-16.7% | $155,188-47.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.99% | 38.06%-19.1pp | 35.38%-16.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $6,137 | $2,911+110.8% | $2,629+133.4% | $4,248+44.5% |
| Participant deferral / active EE | $20,050 | $5,129+290.9% | $4,672+329.1% | $6,531+207.0% |
| Admin fee / account holder | $7,759 | $10,717-27.6% | $9,418-17.6% | $14,480-46.4% |