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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 | $170,564 | $201,344-15.3% | $184,243-7.4% | $145,877+16.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.95% | 29.01%-11.1pp | 28.82%-10.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $3,900 | $7,022-44.5% | $6,427-39.3% | $4,663-16.4% |
| Participant deferral / active EE | $4,344 | $9,807-55.7% | $9,132-52.4% | $6,691-35.1% |
| Admin fee / account holder | $3,824 | $16,382-76.7% | $13,914-72.5% | $13,402-71.5% |