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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 | $81,171 | $112,729-28.0% | $98,716-17.8% | $137,256-40.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.91% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,451 | $2,725+63.3% | $2,279+95.3% | $4,156+7.1% |
| Participant deferral / active EE | $5,415 | $4,640+16.7% | $4,048+33.8% | $6,407-15.5% |
| Admin fee / account holder | $864 | $10,129-91.5% | $8,703-90.1% | $12,270-93.0% |