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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 | $99,603 | $162,812-38.8% | $133,971-25.7% | $158,966-37.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.24% | 41.94%-25.7pp | 45.09%-28.9pp | 302.95%-286.7pp |
| Employer contribution / active EE | $3,370 | $4,976-32.3% | $3,919-14.0% | $4,762-29.2% |
| Participant deferral / active EE | $12,696 | $5,910+114.8% | $5,047+151.6% | $5,983+112.2% |
| Admin fee / account holder | $669 | $11,741-94.3% | $8,929-92.5% | $11,250-94.1% |