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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 | $118,717 | $180,028-34.1% | $138,135-14.1% | $158,982-25.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 5.29% | 21.68%-16.4pp | 20.51%-15.2pp | 302.99%-297.7pp |
| Employer contribution / active EE | $6,385 | $7,470-14.5% | $5,587+14.3% | $4,763+34.1% |
| Participant deferral / active EE | $7,612 | $7,717-1.4% | $6,431+18.4% | $5,983+27.2% |
| Admin fee / account holder | $2,308 | $17,912-87.1% | $11,856-80.5% | $11,252-79.5% |