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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 | $96,937 | $162,967-40.5% | $135,792-28.6% | $138,895-30.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 14.94% | 30.08%-15.1pp | 25.96%-11.0pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,652 | $4,211-37.0% | $3,496-24.1% | $4,194-36.8% |
| Participant deferral / active EE | $4,504 | $5,640-20.2% | $4,759-5.4% | $6,396-29.6% |
| Admin fee / account holder | $7,729 | $15,306-49.5% | $12,266-37.0% | $12,562-38.5% |