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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 | $102,928 | $162,821-36.8% | $133,978-23.2% | $158,982-35.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.78% | 41.95%-13.2pp | 45.10%-16.3pp | 302.99%-274.2pp |
| Employer contribution / active EE | $6,213 | $4,976+24.9% | $3,919+58.5% | $4,763+30.4% |
| Participant deferral / active EE | $4,761 | $5,910-19.4% | $5,047-5.7% | $5,983-20.4% |
| Admin fee / account holder | $331 | $11,742-97.2% | $8,930-96.3% | $11,252-97.1% |