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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 | $97,776 | $124,425-21.4% | $112,040-12.7% | $137,256-28.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.97% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $35,013 | $3,411+926.4% | $2,954+1085.3% | $4,156+742.5% |
| Participant deferral / active EE | $8,754 | $5,718+53.1% | $5,098+71.7% | $6,407+36.6% |
| Admin fee / account holder | $5,123 | $15,207-66.3% | $12,098-57.7% | $12,270-58.2% |