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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 | $112,515 | $212,386-47.0% | $199,883-43.7% | $138,895-19.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.67% | 47.75%-30.1pp | 43.81%-26.1pp | 145.39%-127.7pp |
| Employer contribution / active EE | $4,111 | $6,625-37.9% | $6,261-34.3% | $4,194-2.0% |
| Participant deferral / active EE | $4,867 | $9,617-49.4% | $9,138-46.7% | $6,396-23.9% |
| Admin fee / account holder | $15,415 | $18,233-15.5% | $17,268-10.7% | $12,562+22.7% |