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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 | $90,568 | $117,895-23.2% | $102,460-11.6% | $145,897-37.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 31.92%-17.3pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,989 | $3,619-45.0% | $3,025-34.3% | $4,663-57.4% |
| Participant deferral / active EE | $3,484 | $5,736-39.3% | $5,056-31.1% | $6,689-47.9% |
| Admin fee / account holder | $9,358 | $13,353-29.9% | $9,460-1.1% | $13,390-30.1% |