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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 | $88,700 | $112,729-21.3% | $98,716-10.1% | $137,256-35.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.30% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,630 | $2,725+143.3% | $2,279+191.0% | $4,156+59.5% |
| Participant deferral / active EE | $3,137 | $4,640-32.4% | $4,048-22.5% | $6,407-51.0% |
| Admin fee / account holder | $375 | $10,129-96.3% | $8,703-95.7% | $12,270-96.9% |