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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 | $92,214 | $98,776-6.6% | $149,745-38.4% | $79,856+15.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.90% | 27.38%-8.5pp | 276.72%-257.8pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,807 | $3,217-12.8% | $4,646-39.6% | $2,471+13.6% |
| Participant deferral / active EE | $7,683 | $5,681+35.2% | $6,843+12.3% | $3,741+105.4% |
| Admin fee / account holder | $4,178 | $6,053-31.0% | $9,312-55.1% | $5,306-21.3% |