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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 | $124,745 | $197,603-36.9% | $177,827-29.9% | $158,950-21.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.84% | 58.76%-43.9pp | 48.32%-33.5pp | 302.91%-288.1pp |
| Employer contribution / active EE | $2,529 | $6,698-62.2% | $5,918-57.3% | $4,762-46.9% |
| Participant deferral / active EE | $6,774 | $8,404-19.4% | $7,713-12.2% | $5,983+13.2% |
| Admin fee / account holder | $8,144 | $15,402-47.1% | $12,429-34.5% | $11,248-27.6% |