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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 | $101,549 | $113,338-10.4% | $94,993+6.9% | $147,586-31.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.01% | 20.80%-5.8pp | 27.14%-12.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $3,125 | $3,160-1.1% | $2,603+20.0% | $4,876-35.9% |
| Participant deferral / active EE | $1,047 | $3,777-72.3% | $3,317-68.5% | $5,439-80.8% |
| Admin fee / account holder | $1,729 | $6,063-71.5% | $4,960-65.1% | $10,886-84.1% |