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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 | $96,840 | $111,814-13.4% | $103,378-6.3% | $145,978-33.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $4,920 | $4,215+16.7% | $3,870+27.1% | $4,662+5.5% |
| Participant deferral / active EE | $12,309 | $5,618+119.1% | $5,058+143.4% | $6,690+84.0% |
| Admin fee / account holder | $948 | $9,764-90.3% | $8,401-88.7% | $13,400-92.9% |