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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 | $96,415 | $85,060+13.3% | $70,565+36.6% | $139,487-30.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.83% | 30.39%-16.6pp | 32.79%-19.0pp | 373.84%-360.0pp |
| Employer contribution / active EE | $3,929 | $3,912+0.4% | $2,976+32.0% | $4,755-17.4% |
| Participant deferral / active EE | $6,678 | $5,891+13.4% | $4,568+46.2% | $6,713-0.5% |
| Admin fee / account holder | $2,051 | $8,932-77.0% | $6,430-68.1% | $11,407-82.0% |