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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 | $104,765 | $124,336-15.7% | $111,303-5.9% | $167,518-37.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.42% | 37.45%-20.0pp | 54.66%-37.2pp | 478.71%-461.3pp |
| Employer contribution / active EE | $2,687 | $3,436-21.8% | $2,731-1.6% | $4,838-44.5% |
| Participant deferral / active EE | $5,513 | $5,181+6.4% | $4,487+22.9% | $6,342-13.1% |
| Admin fee / account holder | $1,553 | $10,623-85.4% | $7,966-80.5% | $12,312-87.4% |