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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 | $94,787 | $110,410-14.2% | $102,437-7.5% | $145,897-35.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.33% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,826 | $4,217-9.3% | $3,871-1.2% | $4,663-17.9% |
| Participant deferral / active EE | $5,774 | $5,622+2.7% | $5,060+14.1% | $6,689-13.7% |
| Admin fee / account holder | $1,019 | $9,745-89.5% | $8,388-87.9% | $13,390-92.4% |