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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 | $123,137 | $212,386-42.0% | $199,883-38.4% | $138,895-11.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.27% | 47.75%-33.5pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,159 | $6,625-67.4% | $6,261-65.5% | $4,194-48.5% |
| Participant deferral / active EE | $8,027 | $9,617-16.5% | $9,138-12.2% | $6,396+25.5% |
| Admin fee / account holder | $12,196 | $18,233-33.1% | $17,268-29.4% | $12,562-2.9% |