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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 | $111,552 | $117,895-5.4% | $102,460+8.9% | $145,897-23.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.46% | 31.92%-16.5pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,916 | $3,619-47.1% | $3,025-36.7% | $4,663-58.9% |
| Participant deferral / active EE | $2,331 | $5,736-59.4% | $5,056-53.9% | $6,689-65.2% |
| Admin fee / account holder | $9,117 | $13,353-31.7% | $9,460-3.6% | $13,390-31.9% |