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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 | $98,718 | $111,814-11.7% | $103,378-4.5% | $145,978-32.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.94% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $4,207 | $4,215-0.2% | $3,870+8.7% | $4,662-9.8% |
| Participant deferral / active EE | $10,331 | $5,618+83.9% | $5,058+104.3% | $6,690+54.4% |
| Admin fee / account holder | $449 | $9,764-95.4% | $8,401-94.7% | $13,400-96.7% |