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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 | $93,636 | $111,535-16.0% | $105,223-11.0% | $137,256-31.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.06% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $9,705 | $3,939+146.4% | $3,689+163.1% | $4,156+133.5% |
| Participant deferral / active EE | $5,771 | $5,500+4.9% | $5,072+13.8% | $6,407-9.9% |
| Admin fee / account holder | $2,330 | $9,721-76.0% | $8,859-73.7% | $12,270-81.0% |