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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 | $88,232 | $114,119-22.7% | $107,187-17.7% | $138,895-36.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.38% | 273.21%-255.8pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,630 | $4,059-35.2% | $3,782-30.5% | $4,194-37.3% |
| Participant deferral / active EE | $6,381 | $5,538+15.2% | $5,096+25.2% | $6,396-0.2% |
| Admin fee / account holder | $2,020 | $10,024-79.8% | $9,162-78.0% | $12,562-83.9% |