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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 | $91,201 | $94,749-3.7% | $112,899-19.2% | $139,466-34.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.79% | 40.92%-26.1pp | 34.11%-19.3pp | 373.66%-358.9pp |
| Employer contribution / active EE | $3,156 | $4,630-31.8% | $4,566-30.9% | $4,754-33.6% |
| Participant deferral / active EE | $9,547 | $6,517+46.5% | $6,516+46.5% | $6,712+42.2% |
| Admin fee / account holder | $1,330 | $8,530-84.4% | $7,047-81.1% | $11,409-88.3% |