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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 | $111,552 | $117,829-5.3% | $102,423+8.9% | $145,877-23.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.46% | 31.83%-16.4pp | 29.42%-14.0pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,916 | $3,615-47.0% | $3,023-36.6% | $4,663-58.9% |
| Participant deferral / active EE | $2,331 | $5,732-59.3% | $5,054-53.9% | $6,691-65.2% |
| Admin fee / account holder | $9,117 | $13,335-31.6% | $9,455-3.6% | $13,402-32.0% |