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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 | $88,340 | $110,212-19.8% | $96,534-8.5% | $139,466-36.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.04% | 26.42%-5.4pp | 25.88%-4.8pp | 373.66%-352.6pp |
| Employer contribution / active EE | $3,011 | $3,620-16.8% | $2,965+1.5% | $4,754-36.7% |
| Participant deferral / active EE | $5,441 | $5,547-1.9% | $4,851+12.2% | $6,712-18.9% |
| Admin fee / account holder | $712 | $11,599-93.9% | $8,253-91.4% | $11,409-93.8% |