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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 | $91,935 | $127,387-27.8% | $115,038-20.1% | $125,389-26.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.45% | 31.28%-28.8pp | 26.14%-23.7pp | 282.24%-279.8pp |
| Employer contribution / active EE | $3,698 | $5,166-28.4% | $4,608-19.7% | $4,866-24.0% |
| Participant deferral / active EE | $10,016 | $6,423+55.9% | $6,026+66.2% | $5,352+87.2% |
| Admin fee / account holder | $1,522 | $9,516-84.0% | $8,175-81.4% | $9,541-84.1% |