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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 | $85,677 | $106,247-19.4% | $96,515-11.2% | $139,466-38.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.76% | 38.47%-22.7pp | 35.73%-20.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $4,805 | $4,106+17.0% | $3,740+28.5% | $4,754+1.1% |
| Participant deferral / active EE | $12,131 | $5,456+122.4% | $4,880+148.6% | $6,712+80.7% |
| Admin fee / account holder | $7,282 | $7,885-7.7% | $6,735+8.1% | $11,409-36.2% |