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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 | $31,309 | $211,105-85.2% | $178,449-82.5% | $145,978-78.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.01% | 30.19%-22.2pp | 27.09%-19.1pp | 550.52%-542.5pp |
| Employer contribution / active EE | $3,762 | $4,569-17.7% | $3,951-4.8% | $4,662-19.3% |
| Participant deferral / active EE | $7,854 | $6,959+12.9% | $6,277+25.1% | $6,690+17.4% |
| Admin fee / account holder | $17,307 | $12,017+44.0% | $10,362+67.0% | $13,400+29.2% |