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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 | $107,234 | $139,948-23.4% | $121,663-11.9% | $154,746-30.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 8.20% | 230.52%-222.3pp | 147.54%-139.3pp | 172.34%-164.1pp |
| Employer contribution / active EE | $2,273 | $3,521-35.4% | $3,020-24.7% | $4,379-48.1% |
| Participant deferral / active EE | $6,243 | $5,629+10.9% | $4,887+27.7% | $6,730-7.2% |
| Admin fee / account holder | $5,364 | $17,321-69.0% | $14,289-62.5% | $14,365-62.7% |