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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 | $86,048 | $110,379-22.0% | $102,412-16.0% | $145,884-41.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.41% | 24.84%-0.4pp | 24.94%-0.5pp | 551.85%-527.4pp |
| Employer contribution / active EE | $4,193 | $4,216-0.5% | $3,870+8.4% | $4,662-10.1% |
| Participant deferral / active EE | $9,271 | $5,622+64.9% | $5,060+83.2% | $6,690+38.6% |
| Admin fee / account holder | $2,233 | $9,745-77.1% | $8,388-73.4% | $13,392-83.3% |