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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 | $78,056 | $176,786-55.8% | $146,643-46.8% | $167,536-53.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.93% | 24.04%-4.1pp | 22.75%-2.8pp | 478.82%-458.9pp |
| Employer contribution / active EE | $4,465 | $5,161-13.5% | $4,137+7.9% | $4,839-7.7% |
| Participant deferral / active EE | $8,102 | $6,440+25.8% | $5,506+47.1% | $6,342+27.7% |
| Admin fee / account holder | $12,192 | $13,262-8.1% | $10,280+18.6% | $12,315-1.0% |