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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 | $98,556 | $126,113-21.9% | $116,096-15.1% | $155,188-36.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 18.03% | 391.72%-373.7pp | 326.25%-308.2pp | 148.84%-130.8pp |
| Employer contribution / active EE | $4,315 | $2,672+61.5% | $2,503+72.4% | $4,248+1.6% |
| Participant deferral / active EE | $7,892 | $4,162+89.6% | $3,952+99.7% | $6,531+20.8% |
| Admin fee / account holder | $6,963 | $8,045-13.5% | $7,704-9.6% | $14,480-51.9% |