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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 | $90,214 | $162,812-44.6% | $133,971-32.7% | $158,966-43.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.39% | 41.94%-19.6pp | 45.09%-22.7pp | 302.95%-280.6pp |
| Employer contribution / active EE | $5,251 | $4,976+5.5% | $3,919+34.0% | $4,762+10.3% |
| Participant deferral / active EE | $5,979 | $5,910+1.2% | $5,047+18.5% | $5,983-0.1% |
| Admin fee / account holder | $5,308 | $11,741-54.8% | $8,929-40.6% | $11,250-52.8% |