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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 | $89,011 | $107,809-17.4% | $97,032-8.3% | $155,188-42.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.31% | 38.06%-18.8pp | 35.38%-16.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $6,313 | $2,911+116.9% | $2,629+140.1% | $4,248+48.6% |
| Participant deferral / active EE | $10,016 | $5,129+95.3% | $4,672+114.4% | $6,531+53.4% |
| Admin fee / account holder | $2,522 | $10,717-76.5% | $9,418-73.2% | $14,480-82.6% |