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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 | $87,862 | $107,809-18.5% | $97,032-9.5% | $155,188-43.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.68% | 38.06%-18.4pp | 35.38%-15.7pp | 148.84%-129.2pp |
| Employer contribution / active EE | $3,893 | $2,911+33.7% | $2,629+48.1% | $4,248-8.3% |
| Participant deferral / active EE | $11,751 | $5,129+129.1% | $4,672+151.5% | $6,531+79.9% |
| Admin fee / account holder | $769 | $10,717-92.8% | $9,418-91.8% | $14,480-94.7% |