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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 | $86,734 | $117,829-26.4% | $102,423-15.3% | $145,877-40.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 31.83%-20.7pp | 29.42%-18.3pp | 551.28%-540.1pp |
| Employer contribution / active EE | $6,860 | $3,615+89.8% | $3,023+126.9% | $4,663+47.1% |
| Participant deferral / active EE | $5,126 | $5,732-10.6% | $5,054+1.4% | $6,691-23.4% |
| Admin fee / account holder | $7,299 | $13,335-45.3% | $9,455-22.8% | $13,402-45.5% |