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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 | $102,173 | $111,535-8.4% | $105,223-2.9% | $137,256-25.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.96% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,958 | $3,939+51.2% | $3,689+61.5% | $4,156+43.4% |
| Participant deferral / active EE | $2,254 | $5,500-59.0% | $5,072-55.6% | $6,407-64.8% |
| Admin fee / account holder | $1,023 | $9,721-89.5% | $8,859-88.5% | $12,270-91.7% |