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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 | $79,579 | $127,387-37.5% | $115,038-30.8% | $125,389-36.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.59% | 31.28%-28.7pp | 26.14%-23.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $2,999 | $5,166-41.9% | $4,608-34.9% | $4,866-38.4% |
| Participant deferral / active EE | $13,220 | $6,423+105.8% | $6,026+119.4% | $5,352+147.0% |
| Admin fee / account holder | $330 | $9,516-96.5% | $8,175-96.0% | $9,541-96.5% |