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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 | $79,078 | $110,379-28.4% | $102,412-22.8% | $145,884-45.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,751 | $4,216+12.7% | $3,870+22.8% | $4,662+1.9% |
| Participant deferral / active EE | $9,418 | $5,622+67.5% | $5,060+86.1% | $6,690+40.8% |
| Admin fee / account holder | $1,116 | $9,745-88.5% | $8,388-86.7% | $13,392-91.7% |