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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 | $107,703 | $135,905-20.8% | $126,068-14.6% | $198,609-45.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 12.72% | 14.07%-1.3pp | 15.01%-2.3pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,147 | $4,245-49.4% | $3,968-45.9% | $5,055-57.5% |
| Participant deferral / active EE | $5,575 | $8,523-34.6% | $8,214-32.1% | $6,977-20.1% |
| Admin fee / account holder | $301 | $21,036-98.6% | $18,264-98.4% | $19,030-98.4% |