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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 | $104,711 | $165,361-36.7% | $149,715-30.1% | $158,950-34.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.66% | 348.24%-330.6pp | 276.66%-259.0pp | 302.91%-285.3pp |
| Employer contribution / active EE | $2,395 | $5,103-53.1% | $4,645-48.4% | $4,762-49.7% |
| Participant deferral / active EE | $9,718 | $7,182+35.3% | $6,842+42.0% | $5,983+62.4% |
| Admin fee / account holder | $1,200 | $10,808-88.9% | $9,310-87.1% | $11,248-89.3% |