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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 | $99,115 | $174,379-43.2% | $152,093-34.8% | $138,895-28.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.24% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,872 | $4,652-38.3% | $4,175-31.2% | $4,194-31.5% |
| Participant deferral / active EE | $4,452 | $6,159-27.7% | $5,451-18.3% | $6,396-30.4% |
| Admin fee / account holder | $4,741 | $16,880-71.9% | $14,497-67.3% | $12,562-62.3% |