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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 | $79,226 | $112,729-29.7% | $98,716-19.7% | $137,256-42.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.96% | 38.48%-21.5pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,140 | $2,725-21.5% | $2,279-6.1% | $4,156-48.5% |
| Participant deferral / active EE | $1,473 | $4,640-68.3% | $4,048-63.6% | $6,407-77.0% |
| Admin fee / account holder | $1,564 | $10,129-84.6% | $8,703-82.0% | $12,270-87.3% |