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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 | $115,744 | $152,460-24.1% | $118,746-2.5% | $147,586-21.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 18.02% | 17.41%+0.6pp | 24.54%-6.5pp | 578.59%-560.6pp |
| Employer contribution / active EE | $3,992 | $5,046-20.9% | $4,193-4.8% | $4,876-18.1% |
| Participant deferral / active EE | $8,829 | $6,212+42.1% | $5,332+65.6% | $5,439+62.3% |
| Admin fee / account holder | $1,549 | $16,953-90.9% | $10,720-85.5% | $10,886-85.8% |