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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 | $107,626 | $141,004-23.7% | $112,273-4.1% | $139,466-22.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.88% | 32.75%-14.9pp | 30.23%-12.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,633 | $4,285-15.2% | $3,431+5.9% | $4,754-23.6% |
| Participant deferral / active EE | $9,283 | $5,878+57.9% | $4,800+93.4% | $6,712+38.3% |
| Admin fee / account holder | $1,008 | $9,959-89.9% | $7,752-87.0% | $11,409-91.2% |