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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 | $104,593 | $275,752-62.1% | $256,809-59.3% | $198,609-47.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.38% | 34.81%-23.4pp | 32.73%-21.3pp | 202.70%-191.3pp |
| Employer contribution / active EE | $2,557 | $7,721-66.9% | $7,263-64.8% | $5,055-49.4% |
| Participant deferral / active EE | $5,689 | $10,037-43.3% | $9,520-40.2% | $6,977-18.5% |
| Admin fee / account holder | $5,373 | $25,716-79.1% | $25,146-78.6% | $19,030-71.8% |