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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 | $75,622 | $228,395-66.9% | $185,861-59.3% | $158,982-52.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.64% | 40.82%-26.2pp | 35.96%-21.3pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,715 | $4,968-45.4% | $4,088-33.6% | $4,763-43.0% |
| Participant deferral / active EE | $7,407 | $6,417+15.4% | $5,634+31.5% | $5,983+23.8% |
| Admin fee / account holder | $30,765 | $11,869+159.2% | $9,503+223.7% | $11,252+173.4% |