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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 | $123,563 | $96,731+27.7% | $123,973-0.3% | $86,983+42.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 14.26% | 17.33%-3.1pp | 388.13%-373.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $1,724 | $3,297-47.7% | $4,126-58.2% | $2,584-33.3% |
| Participant deferral / active EE | $2,066 | $4,152-50.2% | $5,247-60.6% | $4,194-50.7% |
| Admin fee / account holder | $8,657 | $8,722-0.7% | $11,799-26.6% | $7,856+10.2% |