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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 | $97,420 | $211,239-53.9% | $178,528-45.4% | $145,877-33.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.28% | 30.22%-17.9pp | 27.11%-14.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,731 | $4,570-18.4% | $3,950-5.6% | $4,663-20.0% |
| Participant deferral / active EE | $13,727 | $6,963+97.2% | $6,278+118.6% | $6,691+105.2% |
| Admin fee / account holder | $686 | $12,095-94.3% | $10,419-93.4% | $13,402-94.9% |