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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 | $106,901 | $162,812-34.3% | $133,971-20.2% | $158,966-32.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.80% | 41.94%-29.1pp | 45.09%-32.3pp | 302.95%-290.2pp |
| Employer contribution / active EE | $3,465 | $4,976-30.4% | $3,919-11.6% | $4,762-27.2% |
| Participant deferral / active EE | $7,791 | $5,910+31.8% | $5,047+54.4% | $5,983+30.2% |
| Admin fee / account holder | $1,068 | $11,741-90.9% | $8,929-88.0% | $11,250-90.5% |