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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 | $88,317 | $139,948-36.9% | $121,663-27.4% | $154,746-42.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.96% | 230.52%-218.6pp | 147.54%-135.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,464 | $3,521-58.4% | $3,020-51.5% | $4,379-66.6% |
| Participant deferral / active EE | $2,996 | $5,629-46.8% | $4,887-38.7% | $6,730-55.5% |
| Admin fee / account holder | $20,095 | $17,321+16.0% | $14,289+40.6% | $14,365+39.9% |