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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 | $201,344-50.3% | $184,243-45.7% | $145,877-31.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.56% | 29.01%-14.4pp | 28.82%-14.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,189 | $7,022-54.6% | $6,427-50.4% | $4,663-31.6% |
| Participant deferral / active EE | $8,771 | $9,807-10.6% | $9,132-4.0% | $6,691+31.1% |
| Admin fee / account holder | $5,613 | $16,382-65.7% | $13,914-59.7% | $13,402-58.1% |