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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 | $128,300 | $174,379-26.4% | $152,093-15.6% | $138,895-7.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.48% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,432 | $4,652-47.7% | $4,175-41.7% | $4,194-42.0% |
| Participant deferral / active EE | $5,614 | $6,159-8.9% | $5,451+3.0% | $6,396-12.2% |
| Admin fee / account holder | $7,286 | $16,880-56.8% | $14,497-49.7% | $12,562-42.0% |