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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 | $211,224-53.9% | $178,505-45.4% | $145,897-33.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.28% | 30.28%-18.0pp | 27.16%-14.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,731 | $4,577-18.5% | $3,955-5.7% | $4,663-20.0% |
| Participant deferral / active EE | $13,727 | $6,966+97.1% | $6,280+118.6% | $6,689+105.2% |
| Admin fee / account holder | $686 | $12,109-94.3% | $10,428-93.4% | $13,390-94.9% |