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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 | $118,912 | $124,425-4.4% | $112,040+6.1% | $137,256-13.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.42% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,222 | $3,411-34.9% | $2,954-24.8% | $4,156-46.5% |
| Participant deferral / active EE | $3,644 | $5,718-36.3% | $5,098-28.5% | $6,407-43.1% |
| Admin fee / account holder | $1,744 | $15,207-88.5% | $12,098-85.6% | $12,270-85.8% |