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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 | $100,093 | $201,259-50.3% | $184,200-45.7% | $145,959-31.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.56% | 28.98%-14.4pp | 28.80%-14.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,189 | $7,018-54.6% | $6,424-50.4% | $4,661-31.6% |
| Participant deferral / active EE | $8,771 | $9,806-10.6% | $9,132-4.0% | $6,689+31.1% |
| Admin fee / account holder | $5,613 | $16,372-65.7% | $13,907-59.6% | $13,398-58.1% |