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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 | $100,195 | $110,337-9.2% | $102,383-2.1% | $145,877-31.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $3,788 | $4,216-10.2% | $3,870-2.1% | $4,663-18.8% |
| Participant deferral / active EE | $1,841 | $5,621-67.2% | $5,060-63.6% | $6,691-72.5% |
| Admin fee / account holder | $2,181 | $9,750-77.6% | $8,391-74.0% | $13,402-83.7% |