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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 | $124,563 | $209,336-40.5% | $197,124-36.8% | $137,256-9.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.29% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,655 | $6,591-44.5% | $6,227-41.3% | $4,156-12.1% |
| Participant deferral / active EE | $9,629 | $9,614+0.2% | $9,135+5.4% | $6,407+50.3% |
| Admin fee / account holder | $3,930 | $17,308-77.3% | $16,298-75.9% | $12,270-68.0% |