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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 | $104,414 | $112,729-7.4% | $98,716+5.8% | $137,256-23.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.40% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,408 | $2,725+61.7% | $2,279+93.5% | $4,156+6.1% |
| Participant deferral / active EE | $8,270 | $4,640+78.2% | $4,048+104.3% | $6,407+29.1% |
| Admin fee / account holder | $527 | $10,129-94.8% | $8,703-93.9% | $12,270-95.7% |