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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 | $71,594 | $172,111-58.4% | $150,298-52.4% | $137,256-47.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.03% | 69.37%-46.3pp | 62.79%-39.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $9,474 | $4,636+104.4% | $4,154+128.1% | $4,156+128.0% |
| Participant deferral / active EE | $9,779 | $6,166+58.6% | $5,453+79.3% | $6,407+52.6% |
| Admin fee / account holder | $1,273 | $16,471-92.3% | $14,116-91.0% | $12,270-89.6% |