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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 | $87,485 | $201,372-56.6% | $184,260-52.5% | $145,884-40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.18% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,758 | $7,024-60.7% | $6,427-57.1% | $4,662-40.9% |
| Participant deferral / active EE | $6,534 | $9,808-33.4% | $9,133-28.5% | $6,690-2.3% |
| Admin fee / account holder | $9,783 | $16,362-40.2% | $13,898-29.6% | $13,392-26.9% |