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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 | $109,901 | $176,786-37.8% | $146,643-25.1% | $167,536-34.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.00% | 24.04%-9.0pp | 22.75%-7.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $4,127 | $5,161-20.0% | $4,137-0.2% | $4,839-14.7% |
| Participant deferral / active EE | $9,198 | $6,440+42.8% | $5,506+67.0% | $6,342+45.0% |
| Admin fee / account holder | $3,225 | $13,262-75.7% | $10,280-68.6% | $12,315-73.8% |