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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 | $85,079 | $86,288-1.4% | $111,306-23.6% | $85,851-0.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.30% | 19.99%-3.7pp | 54.67%-38.4pp | 318.63%-302.3pp |
| Employer contribution / active EE | $2,241 | $2,044+9.6% | $2,732-18.0% | $2,565-12.7% |
| Participant deferral / active EE | $3,376 | $3,641-7.3% | $4,488-24.8% | $3,952-14.6% |
| Admin fee / account holder | $7,775 | $8,189-5.1% | $7,966-2.4% | $6,261+24.2% |