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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 | $97,237 | $110,307-11.8% | $96,576+0.7% | $139,456-30.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.82% | 26.40%-13.6pp | 25.87%-13.1pp | 373.45%-360.6pp |
| Employer contribution / active EE | $3,251 | $3,619-10.2% | $2,965+9.6% | $4,753-31.6% |
| Participant deferral / active EE | $6,487 | $5,547+16.9% | $4,851+33.7% | $6,711-3.3% |
| Admin fee / account holder | $48,206 | $11,597+315.7% | $8,253+484.1% | $11,407+322.6% |