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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 | $93,104 | $106,267-12.4% | $96,520-3.5% | $139,456-33.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.78% | 38.45%-18.7pp | 35.72%-15.9pp | 373.45%-353.7pp |
| Employer contribution / active EE | $3,066 | $4,105-25.3% | $3,739-18.0% | $4,753-35.5% |
| Participant deferral / active EE | $4,415 | $5,454-19.1% | $4,879-9.5% | $6,711-34.2% |
| Admin fee / account holder | $550 | $7,882-93.0% | $6,733-91.8% | $11,407-95.2% |