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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 | $113,800 | $117,904-3.5% | $102,457+11.1% | $145,978-22.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 11.01% | 31.80%-20.8pp | 29.41%-18.4pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,000 | $3,613-72.3% | $3,022-66.9% | $4,662-78.5% |
| Participant deferral / active EE | $2,215 | $5,733-61.4% | $5,054-56.2% | $6,690-66.9% |
| Admin fee / account holder | $7,802 | $13,329-41.5% | $9,451-17.5% | $13,400-41.8% |