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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 | $187,584 | $275,752-32.0% | $256,809-27.0% | $198,609-5.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.15% | 34.81%-15.7pp | 32.73%-13.6pp | 202.70%-183.5pp |
| Employer contribution / active EE | $5,639 | $7,721-27.0% | $7,263-22.4% | $5,055+11.5% |
| Participant deferral / active EE | $9,350 | $10,037-6.8% | $9,520-1.8% | $6,977+34.0% |
| Admin fee / account holder | $14,019 | $25,716-45.5% | $25,146-44.3% | $19,030-26.3% |