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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 | $80,101 | $106,749-25.0% | $145,433-44.9% | $82,448-2.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.95% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $5,346 | $3,444+55.2% | $4,554+17.4% | $2,551+109.6% |
| Participant deferral / active EE | $9,697 | $6,519+48.8% | $7,897+22.8% | $4,139+134.3% |
| Admin fee / account holder | $1,737 | $8,390-79.3% | $13,129-86.8% | $7,234-76.0% |