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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 | $100,785 | $114,119-11.7% | $107,187-6.0% | $138,895-27.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.27% | 273.21%-258.9pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,263 | $4,059-68.9% | $3,782-66.6% | $4,194-69.9% |
| Participant deferral / active EE | $2,387 | $5,538-56.9% | $5,096-53.2% | $6,396-62.7% |
| Admin fee / account holder | $3,686 | $10,024-63.2% | $9,162-59.8% | $12,562-70.7% |