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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 | $95,733 | $165,399-42.1% | $149,745-36.1% | $158,982-39.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.41% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $3,245 | $5,105-36.4% | $4,646-30.1% | $4,763-31.9% |
| Participant deferral / active EE | $10,840 | $7,183+50.9% | $6,843+58.4% | $5,983+81.2% |
| Admin fee / account holder | $4,154 | $10,811-61.6% | $9,312-55.4% | $11,252-63.1% |