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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 | $92,735 | $116,203-20.2% | $93,621-0.9% | $152,897-39.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.25% | 35.96%-17.7pp | 32.76%-14.5pp | 345.43%-327.2pp |
| Employer contribution / active EE | $4,252 | $3,219+32.1% | $2,719+56.4% | $4,764-10.7% |
| Participant deferral / active EE | $1,698 | $4,605-63.1% | $4,070-58.3% | $5,851-71.0% |
| Admin fee / account holder | $15,980 | $10,751+48.6% | $7,890+102.5% | $11,599+37.8% |