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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 | $93,297 | $107,666-13.3% | $102,184-8.7% | $154,746-39.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.51% | 29.33%-10.8pp | 31.58%-13.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $4,859 | $3,846+26.3% | $3,594+35.2% | $4,379+11.0% |
| Participant deferral / active EE | $5,840 | $8,719-33.0% | $8,309-29.7% | $6,730-13.2% |
| Admin fee / account holder | $2,443 | $12,943-81.1% | $11,609-79.0% | $14,365-83.0% |