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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 | $95,019 | $114,119-16.7% | $107,187-11.4% | $138,895-31.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.09% | 273.21%-260.1pp | 204.55%-191.5pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,666 | $4,059-59.0% | $3,782-56.0% | $4,194-60.3% |
| Participant deferral / active EE | $3,205 | $5,538-42.1% | $5,096-37.1% | $6,396-49.9% |
| Admin fee / account holder | $5,879 | $10,024-41.4% | $9,162-35.8% | $12,562-53.2% |