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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 | $139,412 | $209,336-33.4% | $197,124-29.3% | $137,256+1.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.00% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,987 | $6,591-54.7% | $6,227-52.0% | $4,156-28.1% |
| Participant deferral / active EE | $11,053 | $9,614+15.0% | $9,135+21.0% | $6,407+72.5% |
| Admin fee / account holder | $6,617 | $17,308-61.8% | $16,298-59.4% | $12,270-46.1% |