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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 | $79,225 | $100,970-21.5% | $96,576-18.0% | $137,256-42.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.49% | 38.16%-24.7pp | 38.47%-25.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,366 | $3,809-11.6% | $3,553-5.3% | $4,156-19.0% |
| Participant deferral / active EE | $9,825 | $8,286+18.6% | $7,956+23.5% | $6,407+53.3% |
| Admin fee / account holder | $63,730 | $11,312+463.4% | $11,381+460.0% | $12,270+419.4% |