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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 | $85,995 | $176,402-51.3% | $134,155-35.9% | $158,931-45.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.59% | 63.64%-54.0pp | 36.33%-26.7pp | 302.86%-293.3pp |
| Employer contribution / active EE | $2,965 | $5,041-41.2% | $3,704-20.0% | $4,761-37.7% |
| Participant deferral / active EE | $4,123 | $4,092+0.8% | $3,499+17.8% | $5,982-31.1% |
| Admin fee / account holder | $3,410 | $8,719-60.9% | $6,685-49.0% | $11,247-69.7% |