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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 | $94,322 | $162,812-42.1% | $133,971-29.6% | $158,966-40.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.27% | 41.94%-20.7pp | 45.09%-23.8pp | 302.95%-281.7pp |
| Employer contribution / active EE | $5,075 | $4,976+2.0% | $3,919+29.5% | $4,762+6.6% |
| Participant deferral / active EE | $7,646 | $5,910+29.4% | $5,047+51.5% | $5,983+27.8% |
| Admin fee / account holder | $819 | $11,741-93.0% | $8,929-90.8% | $11,250-92.7% |