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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 | $105,737 | $127,779-17.2% | $106,551-0.8% | $167,518-36.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.46% | 33.87%-13.4pp | 26.80%-6.3pp | 478.71%-458.3pp |
| Employer contribution / active EE | $3,378 | $3,427-1.4% | $2,819+19.8% | $4,838-30.2% |
| Participant deferral / active EE | $6,092 | $5,088+19.7% | $4,398+38.5% | $6,342-3.9% |
| Admin fee / account holder | $749 | $11,228-93.3% | $7,408-89.9% | $12,312-93.9% |