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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 | $84,812 | $110,379-23.2% | $102,412-17.2% | $145,884-41.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,308 | $4,216-45.3% | $3,870-40.4% | $4,662-50.5% |
| Participant deferral / active EE | $7,669 | $5,622+36.4% | $5,060+51.5% | $6,690+14.6% |
| Admin fee / account holder | $2,394 | $9,745-75.4% | $8,388-71.5% | $13,392-82.1% |