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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 | $93,124 | $212,386-56.2% | $199,883-53.4% | $138,895-33.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.34% | 47.75%-30.4pp | 43.81%-26.5pp | 145.39%-128.1pp |
| Employer contribution / active EE | $4,885 | $6,625-26.3% | $6,261-22.0% | $4,194+16.5% |
| Participant deferral / active EE | $11,901 | $9,617+23.7% | $9,138+30.2% | $6,396+86.1% |
| Admin fee / account holder | $4,077 | $18,233-77.6% | $17,268-76.4% | $12,562-67.5% |