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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 | $95,248 | $110,303-13.6% | $95,759-0.5% | $139,487-31.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.03% | 27.19%-11.2pp | 28.42%-12.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $4,071 | $3,261+24.9% | $2,836+43.5% | $4,755-14.4% |
| Participant deferral / active EE | $5,065 | $4,674+8.4% | $4,244+19.4% | $6,713-24.5% |
| Admin fee / account holder | $13,717 | $6,615+107.4% | $5,678+141.6% | $11,407+20.2% |