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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 | $101,200 | $110,410-8.3% | $102,437-1.2% | $145,897-30.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 12.26% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,292 | $4,217-21.9% | $3,871-15.0% | $4,663-29.4% |
| Participant deferral / active EE | $8,546 | $5,622+52.0% | $5,060+68.9% | $6,689+27.8% |
| Admin fee / account holder | $1,059 | $9,745-89.1% | $8,388-87.4% | $13,390-92.1% |