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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 | $102,923 | $174,379-41.0% | $152,093-32.3% | $138,895-25.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.61% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,298 | $4,652-50.6% | $4,175-45.0% | $4,194-45.2% |
| Participant deferral / active EE | $2,153 | $6,159-65.0% | $5,451-60.5% | $6,396-66.3% |
| Admin fee / account holder | $13,249 | $16,880-21.5% | $14,497-8.6% | $12,562+5.5% |