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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 | $121,782 | $123,155-1.1% | $108,753+12.0% | $155,188-21.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.83% | 44.73%-29.9pp | 37.47%-22.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,702 | $2,811-39.4% | $2,427-29.8% | $4,248-59.9% |
| Participant deferral / active EE | $3,238 | $4,623-30.0% | $4,115-21.3% | $6,531-50.4% |
| Admin fee / account holder | $699 | $12,126-94.2% | $10,320-93.2% | $14,480-95.2% |