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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 | $86,470 | $124,425-30.5% | $112,040-22.8% | $137,256-37.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.45% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,969 | $3,411-13.0% | $2,954+0.5% | $4,156-28.6% |
| Participant deferral / active EE | $4,102 | $5,718-28.3% | $5,098-19.5% | $6,407-36.0% |
| Admin fee / account holder | $23,603 | $15,207+55.2% | $12,098+95.1% | $12,270+92.4% |