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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 | $90,071 | $201,370-55.3% | $184,256-51.1% | $145,897-38.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 29.05%-17.6pp | 28.85%-17.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,275 | $7,024-53.4% | $6,427-49.0% | $4,663-29.8% |
| Participant deferral / active EE | $4,998 | $9,808-49.0% | $9,133-45.3% | $6,689-25.3% |
| Admin fee / account holder | $24,118 | $16,364+47.4% | $13,899+73.5% | $13,390+80.1% |