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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 | $84,115 | $101,618-17.2% | $93,063-9.6% | $137,256-38.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.50% | 223.95%-204.5pp | 34.15%-14.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,774 | $2,707+2.5% | $2,476+12.0% | $4,156-33.3% |
| Participant deferral / active EE | $5,721 | $4,279+33.7% | $3,958+44.5% | $6,407-10.7% |
| Admin fee / account holder | $882 | $6,198-85.8% | $6,033-85.4% | $12,270-92.8% |