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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 | $83,812 | $111,814-25.0% | $103,378-18.9% | $145,978-42.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.45% | 24.80%-8.4pp | 24.91%-8.5pp | 550.52%-534.1pp |
| Employer contribution / active EE | $3,250 | $4,215-22.9% | $3,870-16.0% | $4,662-30.3% |
| Participant deferral / active EE | $7,505 | $5,618+33.6% | $5,058+48.4% | $6,690+12.2% |
| Admin fee / account holder | $2,989 | $9,764-69.4% | $8,401-64.4% | $13,400-77.7% |