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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 | $88,886 | $112,729-21.2% | $98,716-10.0% | $137,256-35.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.40% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $8,870 | $2,725+225.5% | $2,279+289.3% | $4,156+113.4% |
| Participant deferral / active EE | $6,373 | $4,640+37.3% | $4,048+57.4% | $6,407-0.5% |
| Admin fee / account holder | $439 | $10,129-95.7% | $8,703-95.0% | $12,270-96.4% |