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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 | $110,459 | $87,705+25.9% | $63,517+73.9% | $125,393-11.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 9.15% | 21.70%-12.5pp | -70.30%+79.4pp | 282.23%-273.1pp |
| Employer contribution / active EE | $2,148 | $3,601-40.4% | $2,322-7.5% | $4,866-55.9% |
| Participant deferral / active EE | $2,888 | $3,939-26.7% | $2,953-2.2% | $5,351-46.0% |
| Admin fee / account holder | $887 | $11,948-92.6% | $5,892-85.0% | $9,541-90.7% |