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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 | $83,274 | $228,352-63.5% | $185,835-55.2% | $158,966-47.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.81% | 40.81%-28.0pp | 35.96%-23.2pp | 302.95%-290.1pp |
| Employer contribution / active EE | $2,964 | $4,967-40.3% | $4,087-27.5% | $4,762-37.8% |
| Participant deferral / active EE | $7,626 | $6,416+18.9% | $5,633+35.4% | $5,983+27.5% |
| Admin fee / account holder | $349 | $11,867-97.1% | $9,502-96.3% | $11,250-96.9% |