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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 | $85,257 | $110,278-22.7% | $95,740-10.9% | $139,466-38.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.60% | 27.19%-6.6pp | 28.41%-7.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $9,489 | $3,260+191.0% | $2,836+234.6% | $4,754+99.6% |
| Participant deferral / active EE | $7,069 | $4,674+51.2% | $4,244+66.6% | $6,712+5.3% |
| Admin fee / account holder | $4,612 | $6,613-30.3% | $5,676-18.7% | $11,409-59.6% |