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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 | $99,522 | $115,225-13.6% | $100,712-1.2% | $138,895-28.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.20% | 40.35%-21.2pp | 33.27%-14.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,750 | $2,771-0.8% | $2,313+18.9% | $4,194-34.4% |
| Participant deferral / active EE | $5,373 | $4,699+14.3% | $4,085+31.5% | $6,396-16.0% |
| Admin fee / account holder | $3,761 | $10,844-65.3% | $9,256-59.4% | $12,562-70.1% |