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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 | $136,860-13.1% | $120,344-1.2% | $154,746-23.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.42% | 21.38%-9.0pp | 20.30%-7.9pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,222 | $3,533-37.1% | $3,020-26.4% | $4,379-49.3% |
| Participant deferral / active EE | $3,644 | $5,793-37.1% | $5,135-29.0% | $6,730-45.9% |
| Admin fee / account holder | $1,744 | $15,393-88.7% | $12,742-86.3% | $14,365-87.9% |