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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 | $96,641 | $106,280-9.1% | $96,538+0.1% | $139,487-30.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.05% | 38.48%-20.4pp | 35.74%-17.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $3,309 | $4,107-19.4% | $3,740-11.5% | $4,755-30.4% |
| Participant deferral / active EE | $14,700 | $5,457+169.4% | $4,880+201.2% | $6,713+119.0% |
| Admin fee / account holder | $2,598 | $7,888-67.1% | $6,737-61.4% | $11,407-77.2% |