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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 | $98,371 | $117,829-16.5% | $102,423-4.0% | $145,877-32.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 31.83%-20.5pp | 29.42%-18.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $4,637 | $3,615+28.3% | $3,023+53.4% | $4,663-0.6% |
| Participant deferral / active EE | $13,514 | $5,732+135.7% | $5,054+167.4% | $6,691+102.0% |
| Admin fee / account holder | $5,742 | $13,335-56.9% | $9,455-39.3% | $13,402-57.2% |