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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 | $100,729 | $197,625-49.0% | $177,840-43.4% | $158,966-36.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.24% | 58.76%-41.5pp | 48.32%-31.1pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,032 | $6,698-69.7% | $5,919-65.7% | $4,762-57.3% |
| Participant deferral / active EE | $5,185 | $8,405-38.3% | $7,714-32.8% | $5,983-13.3% |
| Admin fee / account holder | $1,268 | $15,405-91.8% | $12,431-89.8% | $11,250-88.7% |