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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 | $87,160 | $176,838-50.7% | $146,685-40.6% | $167,518-48.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.37% | 24.04%-2.7pp | 22.75%-1.4pp | 478.71%-457.3pp |
| Employer contribution / active EE | $3,240 | $5,161-37.2% | $4,137-21.7% | $4,838-33.0% |
| Participant deferral / active EE | $5,276 | $6,441-18.1% | $5,507-4.2% | $6,342-16.8% |
| Admin fee / account holder | $824 | $13,262-93.8% | $10,281-92.0% | $12,312-93.3% |