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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 | $99,627 | $102,609-2.9% | $98,090+1.6% | $138,895-28.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.49% | 36.44%-20.9pp | 37.05%-21.6pp | 145.39%-129.9pp |
| Employer contribution / active EE | $12,036 | $3,867+211.2% | $3,606+233.8% | $4,194+187.0% |
| Participant deferral / active EE | $10,436 | $8,167+27.8% | $7,845+33.0% | $6,396+63.2% |
| Admin fee / account holder | $1,104 | $11,434-90.3% | $11,815-90.7% | $12,562-91.2% |